Open-Architecture Investment Advisor

LPL Financial; Napa (CA); On-site; USD 80,371 - 105,000; Full time

Job summary

A financial services partnership based in Napa, CA is seeking an Investment Representative to join Redwood Credit Union. This role involves servicing existing clients, building a strong client base through referrals, and creating tailored investment solutions. Candidates must hold Series 7 and 66 licenses, along with insurance credentials. This position offers the chance to leverage community reputation and a supportive environment for personal and professional growth, with a competitive pay range of $80,371.20 to $105,000.

Qualifications

• Three or more years of investment sales experience required.
• Proven ability to service an existing client base after hire.
• Experience utilizing technology to support client solutions.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base using referral system.
• Create client solutions without proprietary products.

Skills

Client relationship building

Investment solutions creation

Networking

Education

Series 7 license

Series 66 or 63/65 license

Insurance license

Job description

A financial services partnership based in Napa, CA is seeking an Investment Representative to join Redwood Credit Union. This role involves servicing existing clients, building a strong client base through referrals, and creating tailored investment solutions. Candidates must hold Series 7 and 66 licenses, along with insurance credentials. This position offers the chance to leverage community reputation and a supportive environment for personal and professional growth, with a competitive pay range of $80,371.20 to $105,000.