LPL Financial
Financial Advisor – San Francisco Federal Credit Union
LPL Financial, San Francisco, California, United States, 94199
Join to apply for the
Financial Advisor – San Francisco Federal Credit Union
role at
LPL Financial 2 weeks ago Be among the first 25 applicants Join to apply for the
Financial Advisor – San Francisco Federal Credit Union
role at
LPL Financial Credit Union
Financial Advisor –
San Francisco Federal Credit Union
Your career path should lead to real opportunity
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at San Francisco Federal Credit Union in San Francisco, CA would allow you to join the Investment Program at San Francisco Federal Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at San Francisco Federal Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to San Francisco Federal Credit Union for financial solutions. This position will offer:
The ability to build a strong client base with the credit union’s exceptional referral system Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals The opportunity to find new clients via the credit union’s member base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL’s combination of tools, technology, and support The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the credit union’s reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client’s goals
Whatever your vision of success, we’re with you every step of the way.
Requirements:
Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience
Apply online at:
By submitting an application, you are not applying for employment with LPL Financial. Employment is with San Francisco Federal Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Francisco Federal Credit Union.
Tracking # 1-05026674
Pay Range:$50,000 - $200,000
The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at LPL Financial by 2x Sign in to set job alerts for “Financial Advisor” roles.
San Francisco, CA $80,000.00-$120,000.00 1 month ago San Francisco, CA $85,000.00-$135,000.00 2 weeks ago San Francisco, CA $85,000.00-$135,000.00 2 months ago Asset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco
San Francisco, CA $90,000.00-$100,000.00 1 day ago San Francisco, CA $100,000.00-$130,000.00 2 months ago Investment Consultant - San Francisco, CA
San Francisco, CA $122,400.00-$228,000.00 3 days ago San Francisco, CA $75,000.00-$200,000.00 2 weeks ago San Ramon, CA $90,000.00-$100,000.00 6 days ago Oakland, CA $190,000.00-$250,000.00 1 month ago Blackstone Private Wealth Client Services, Associate
San Francisco, CA $145,000.00-$160,000.00 1 month ago San Francisco, CA $55,000.00-$75,000.00 6 days ago Financial Consultant (Hybrid OR Remote) - 25-123
San Francisco, CA $65,000.00-$78,000.00 2 weeks ago Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Strategist, Vice President - San Francisco
Oakland, CA $45,000.00-$100,000.00 3 days ago Asset & Wealth Management, Alternative Capital Markets, Liquidity Solutions, Vice President - San Francisco
Citi Private Bank - Private Banker - San Francisco, CA
San Francisco, CA $200,000.00-$500,000.00 5 days ago Asset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client Events, Associate - San Francisco
Sausalito, CA $180,000.00-$190,000.00 1 month ago Deputy Director of Finance and Administration - Port of San Francisco (0953)
San Francisco, CA $193,700.00-$247,260.00 2 weeks ago Investment Consultant - Walnut Creek, CA
Walnut Creek, CA $56,000.00-$72,000.00 4 days ago Principal - PJT Park Hill (Alternative Credit/Hedge Fund - Distribution)
San Francisco, CA $300,000.00-$350,000.00 2 weeks ago Lafayette, CA $120,000.00-$150,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Financial Advisor – San Francisco Federal Credit Union
role at
LPL Financial 2 weeks ago Be among the first 25 applicants Join to apply for the
Financial Advisor – San Francisco Federal Credit Union
role at
LPL Financial Credit Union
Financial Advisor –
San Francisco Federal Credit Union
Your career path should lead to real opportunity
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at San Francisco Federal Credit Union in San Francisco, CA would allow you to join the Investment Program at San Francisco Federal Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at San Francisco Federal Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to San Francisco Federal Credit Union for financial solutions. This position will offer:
The ability to build a strong client base with the credit union’s exceptional referral system Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals The opportunity to find new clients via the credit union’s member base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL’s combination of tools, technology, and support The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the credit union’s reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client’s goals
Whatever your vision of success, we’re with you every step of the way.
Requirements:
Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience
Apply online at:
By submitting an application, you are not applying for employment with LPL Financial. Employment is with San Francisco Federal Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Francisco Federal Credit Union.
Tracking # 1-05026674
Pay Range:$50,000 - $200,000
The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at LPL Financial by 2x Sign in to set job alerts for “Financial Advisor” roles.
San Francisco, CA $80,000.00-$120,000.00 1 month ago San Francisco, CA $85,000.00-$135,000.00 2 weeks ago San Francisco, CA $85,000.00-$135,000.00 2 months ago Asset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco
San Francisco, CA $90,000.00-$100,000.00 1 day ago San Francisco, CA $100,000.00-$130,000.00 2 months ago Investment Consultant - San Francisco, CA
San Francisco, CA $122,400.00-$228,000.00 3 days ago San Francisco, CA $75,000.00-$200,000.00 2 weeks ago San Ramon, CA $90,000.00-$100,000.00 6 days ago Oakland, CA $190,000.00-$250,000.00 1 month ago Blackstone Private Wealth Client Services, Associate
San Francisco, CA $145,000.00-$160,000.00 1 month ago San Francisco, CA $55,000.00-$75,000.00 6 days ago Financial Consultant (Hybrid OR Remote) - 25-123
San Francisco, CA $65,000.00-$78,000.00 2 weeks ago Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Strategist, Vice President - San Francisco
Oakland, CA $45,000.00-$100,000.00 3 days ago Asset & Wealth Management, Alternative Capital Markets, Liquidity Solutions, Vice President - San Francisco
Citi Private Bank - Private Banker - San Francisco, CA
San Francisco, CA $200,000.00-$500,000.00 5 days ago Asset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client Events, Associate - San Francisco
Sausalito, CA $180,000.00-$190,000.00 1 month ago Deputy Director of Finance and Administration - Port of San Francisco (0953)
San Francisco, CA $193,700.00-$247,260.00 2 weeks ago Investment Consultant - Walnut Creek, CA
Walnut Creek, CA $56,000.00-$72,000.00 4 days ago Principal - PJT Park Hill (Alternative Credit/Hedge Fund - Distribution)
San Francisco, CA $300,000.00-$350,000.00 2 weeks ago Lafayette, CA $120,000.00-$150,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr