LPL Financial
Financial Advisor – San Francisco Federal Credit Union
LPL Financial, San Francisco, California, United States, 94199
Overview
Financial Advisor – San Francisco Federal Credit Union at LPL Financial. This employment opportunity at San Francisco Federal Credit Union in San Francisco, CA would allow you to join the Investment Program as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial. San Francisco Federal Credit Union partners with LPL Financial to offer a complete menu of financial services to credit union clients. You will join a team dedicated to helping members in every stage of their financial life and to growing your career with the credit union and LPL Financial. Responsibilities
Build a strong client base with the credit union’s referral system and existing member base Support members across a variety of financial needs and goals Develop client solutions without proprietary products Grow your business with LPL’s tools, technology, and support Leverage the credit union’s reputation and community standing to serve members Qualifications
Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Compensation and Employment Details
Pay Range: $50,000 - $200,000; salary depends on skill, experience, and location Position is eligible to earn sales incentive compensation Employment is with San Francisco Federal Credit Union; LPL Financial holds securities/insurance licenses in accordance with regulatory requirements What You’ll Receive as an LPL Financial Advisor
Access to proprietary technology and a suite of customized services Open architecture platform with access to thousands of investment products Resources and expertise across the firm to help you create client solutions Freedom to create solutions aligned with your client’s goals Notes
These investment products and services are offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Francisco Federal Credit Union. Tracking number and disclosures may apply.
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Financial Advisor – San Francisco Federal Credit Union at LPL Financial. This employment opportunity at San Francisco Federal Credit Union in San Francisco, CA would allow you to join the Investment Program as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial. San Francisco Federal Credit Union partners with LPL Financial to offer a complete menu of financial services to credit union clients. You will join a team dedicated to helping members in every stage of their financial life and to growing your career with the credit union and LPL Financial. Responsibilities
Build a strong client base with the credit union’s referral system and existing member base Support members across a variety of financial needs and goals Develop client solutions without proprietary products Grow your business with LPL’s tools, technology, and support Leverage the credit union’s reputation and community standing to serve members Qualifications
Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Compensation and Employment Details
Pay Range: $50,000 - $200,000; salary depends on skill, experience, and location Position is eligible to earn sales incentive compensation Employment is with San Francisco Federal Credit Union; LPL Financial holds securities/insurance licenses in accordance with regulatory requirements What You’ll Receive as an LPL Financial Advisor
Access to proprietary technology and a suite of customized services Open architecture platform with access to thousands of investment products Resources and expertise across the firm to help you create client solutions Freedom to create solutions aligned with your client’s goals Notes
These investment products and services are offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Francisco Federal Credit Union. Tracking number and disclosures may apply.
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