LPL Financial
Financial Advisor - Suncoast Credit Union
LPL Financial, Venice, Florida, United States, 34292
Overview
Financial Advisor – Suncoast Credit Union, Venice, FL. This opportunity is an employment relationship with Suncoast Credit Union, with the advisor associated with LPL Financial. LPL Financial provides support and is not the employer of record.
Responsibilities
Service an existing book of business upon hire Build a strong client base through the credit union’s referral system Manage clients across several branch territories with a significant deposit base Identify new clients from the credit union’s member base Create client solutions without proprietary products Grow your business using LPL’s tools, technology, and support Leverage the credit union’s reputation and community standing What you’ll receive / Benefits
Access to proprietary technology and customized services Open architecture platform with access to thousands of investment products from leading third-party sponsors Resources and expertise across the firm to help you create client solutions Freedom to create client solutions tailored to your clients’ goals Requirements
Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Additional information
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Suncoast Credit Union; however, per regulatory requirements, LPL Financial would hold securities/insurance licenses. These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Suncoast Credit Union. Tracking # 1-05026674 Pay Range: 48,000 - 60,000. The salary range is dependent on factors such as the applicant’s skill, experience, and work location. This position is eligible to earn sales incentive compensation.
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Financial Advisor – Suncoast Credit Union, Venice, FL. This opportunity is an employment relationship with Suncoast Credit Union, with the advisor associated with LPL Financial. LPL Financial provides support and is not the employer of record.
Responsibilities
Service an existing book of business upon hire Build a strong client base through the credit union’s referral system Manage clients across several branch territories with a significant deposit base Identify new clients from the credit union’s member base Create client solutions without proprietary products Grow your business using LPL’s tools, technology, and support Leverage the credit union’s reputation and community standing What you’ll receive / Benefits
Access to proprietary technology and customized services Open architecture platform with access to thousands of investment products from leading third-party sponsors Resources and expertise across the firm to help you create client solutions Freedom to create client solutions tailored to your clients’ goals Requirements
Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Additional information
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Suncoast Credit Union; however, per regulatory requirements, LPL Financial would hold securities/insurance licenses. These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Suncoast Credit Union. Tracking # 1-05026674 Pay Range: 48,000 - 60,000. The salary range is dependent on factors such as the applicant’s skill, experience, and work location. This position is eligible to earn sales incentive compensation.
#J-18808-Ljbffr