Financial Advisor - San Francisco Federal Credit Union

LPL Financial • San Francisco, CA

87d • $80,000 - $120,000

About The Position

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at San Francisco Federal Credit Union in San Francisco, CA would allow you to join the Investment Program at San Francisco Federal 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 San Francisco Federal 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 exciting position will allow you to grow your career and business, helping the people and families that look to San Francisco Federal Credit Union for financial solutions.

Requirements

• Series 7 and 66 (63/65) required.
• Insurance license required.
• Three or more years of investment sales experience.

Responsibilities

• Build a strong client base with the credit union’s exceptional referral system.
• Manage several branch territories with significant deposit base, including current members who need an advisor to support their financial goals.
• Find new clients via the credit union’s member base.
• Create client solutions without proprietary products.
• Grow your business with LPL’s combination of tools, technology, and support.
• Capitalize on the credit union’s reputation and community standing.

Benefits

• Access to proprietary technology and a suite of customized services.
• Open architecture platform with access to thousands of investment products from leading third-party product sponsors.
• Resources and expertise across the firm to help create client solutions.
• Freedom to create solutions specific to client’s goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees