Financial Advisor - Ventura County Credit Union

LPL Financial • Thousand Oaks, CA

312d • $50,000 - $250,000

About The Position

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Ventura County Credit Union in Thousand Oaks, CA. 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 clients 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 Ventura County 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 Bank’s exceptional referral system.
• Manage several branch territories with significant deposit base, including current clients who need an advisor.
• Find new clients via the bank’s client base.
• Create client solutions without proprietary products.
• Grow your business with LPL’s combination of tools, technology, and support.
• Capitalize on the bank’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

• Career Level: Mid Level