Financial Advisor – Keypoint Credit Union

LPL Financial • San Jose, CA

1d • Onsite

About The Position

This position is for a Financial Advisor at Keypoint Credit Union, working for TruStage and associated with LPL Financial. The role involves supporting the local community by helping credit union members with their financial needs. The advisor will service an existing book of business, build a client base through the credit union's referral system, and find new clients within the member base. The position offers the opportunity to create client solutions without proprietary products and leverage LPL's tools, technology, and support to grow the business. LPL Financial provides access to proprietary technology, an open architecture platform with diverse investment products, and firm-wide resources to assist in creating client-specific solutions.

Requirements

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

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base with the credit union’s exceptional referral system.
• Find new clients via the credit union’s member base.
• Create client solutions without proprietary products.
• Grow business with LPL’s combination of tools, technology, and support.
• Help credit union members in every stage of their financial life.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed