LPL Financial
Financial Advisor - San Francisco Federal Credit Union
LPL Financial, San Francisco, California, United States, 94199
Financial Advisor - San Francisco Federal Credit Union
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LPL Financial , San Francisco, CA.
Credit Union: This Investment Program supports the local community with a complete menu of financial services.
As a Financial Advisor you will join a team dedicated to helping members in every stage of their financial life and grow your career by helping the people and families that look to San Francisco Federal Credit Union for financial solutions.
Benefits
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
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
Requirements
Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience
Compensation Pay Range: $80,000 - $120,000 (salary depending on skill, experience and location; position also eligible for sales incentive compensation).
Application Apply online at: (application link). 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 will hold your securities/insurance licenses.
REQUIRED DISCLOSURE(S)
#J-18808-Ljbffr
at
LPL Financial , San Francisco, CA.
Credit Union: This Investment Program supports the local community with a complete menu of financial services.
As a Financial Advisor you will join a team dedicated to helping members in every stage of their financial life and grow your career by helping the people and families that look to San Francisco Federal Credit Union for financial solutions.
Benefits
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
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
Requirements
Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience
Compensation Pay Range: $80,000 - $120,000 (salary depending on skill, experience and location; position also eligible for sales incentive compensation).
Application Apply online at: (application link). 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 will hold your securities/insurance licenses.
REQUIRED DISCLOSURE(S)
#J-18808-Ljbffr