Wealth Advisor — Open Architecture, LPL Support
LPL Financial
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Job summary
Rogue Credit Union, in partnership with LPL Financial, invites a Financial Advisor to join its Investment Program in Redding, CA. You will support an existing book of business and help members plan realising their financial goals.
As an advisor associated with LPL, you gain access to an open architecture platform and a broad suite of investment products, backed by the credit union’s referral network and local community presence.
Qualifications
- Requires Series 7 and 66 licenses.
- Insurance license is required.
- Three or more years of investment sales experience.
Skills
Job description
Rogue Credit Union, in partnership with LPL Financial, invites a Financial Advisor to join its Investment Program in Redding, CA. You will support an existing book of business and help members plan realising their financial goals.
As an advisor associated with LPL, you gain access to an open architecture platform and a broad suite of investment products, backed by the credit union’s referral network and local community presence.
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