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 Pacific Service Credit Union in Concord, CA allows you to join the Investment Program at Pacific Service 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 Pacific Service Credit Union supports the local community with a comprehensive range of financial services. You will join a team dedicated to helping members at every stage of their financial life.
This position offers:
- The ability to build a strong client base through the credit unions referral system
- Several branch territories with significant deposit bases, including current members needing financial support
- Opportunities to find new clients within the credit unions member base
- The chance to create client solutions without proprietary products
- Tools, technology, and support from LPL to grow your business
- Experience helping financial institutions grow and maximize their investment programs
- The opportunity to leverage the credit unions community standing and reputation
As an advisor associated with LPL Financial, you benefit from our commitment to support you in serving your clients. Your partnership includes:
- Access to proprietary technology and customized services
- An open architecture platform with access to thousands of investment products from leading third-party sponsors
- Resources and expertise to help create tailored client solutions
- The freedom to develop solutions aligned with your clients goals
Whatever your vision of success, were with you every step of the way.
Requirements:
- Series 7 and 66 (63/65) licenses required
- Insurance license required
- At least three years of investment sales experience
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Pacific Service Credit Union. LPL Financial holds your securities and insurance licenses in accordance with regulatory requirements.
***REQUIRED DISCLOSURE(S):
These investment products and services are offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Pacific Service Credit Union.
Tracking # 1-05026674
Pay Range: $65,000 - $75,000. The salary depends on skills, experience, and location. The position is also eligible for sales incentive compensation.
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