LPL Financial
Financial Advisor - Ventura County Credit Union
LPL Financial, Oxnard, California, United States, 93033
Overview
Financial Advisor - Ventura County Credit Union Ventura County Credit Union (in Oxnard, CA) partners with LPL Financial to offer a complete menu of financial services to credit union clients. This employment opportunity would allow you to join the Investment Program at Ventura County 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 Ventura County 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 position will offer opportunities to grow your career and business while helping the people and families that rely on Ventura County Credit Union for financial solutions. Responsibilities
The ability to service an existing book of business upon hire The ability to build a strong client base with the credit union’s exceptional referral system Support for several branch territories with significant deposit base, including 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 Partnership and Resources
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 proprietary technology and a suite of customized services An 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 The freedom to create solutions specific to your client’s goals 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 Ventura County Credit Union; however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. Disclosures:
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ventura County Credit Union. Pay Range: $45,000 - $100,000. 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. Notes:
REQUIRED DISCLOSURE(S). Job Locations and Related Postings
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Financial Advisor - Ventura County Credit Union Ventura County Credit Union (in Oxnard, CA) partners with LPL Financial to offer a complete menu of financial services to credit union clients. This employment opportunity would allow you to join the Investment Program at Ventura County 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 Ventura County 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 position will offer opportunities to grow your career and business while helping the people and families that rely on Ventura County Credit Union for financial solutions. Responsibilities
The ability to service an existing book of business upon hire The ability to build a strong client base with the credit union’s exceptional referral system Support for several branch territories with significant deposit base, including 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 Partnership and Resources
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 proprietary technology and a suite of customized services An 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 The freedom to create solutions specific to your client’s goals 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 Ventura County Credit Union; however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. Disclosures:
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ventura County Credit Union. Pay Range: $45,000 - $100,000. 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. Notes:
REQUIRED DISCLOSURE(S). Job Locations and Related Postings
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales 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