Financial Advisor – Coast Central Credit Union

LPL Financial • Eureka, CA

7d • $48,000 - $500,000 • Onsite

About The Position

This employment opportunity at TruStage, located at Coast Central Credit Union in Eureka, CA, allows you to join Coast Central Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. In this role, you will not be an employee of LPL Financial. The Investment Program at Coast Central Credit Union supports the local community, and you will join a team dedicated to assisting members throughout their financial lives. This position offers the chance to grow your career and business by helping individuals and families who rely on Coast Central Credit Union for financial solutions. You will have the ability to service an existing book of business, build a strong client base through the credit union’s referral system, and work within several branch territories with significant deposit bases. The role also provides opportunities to find new clients within the credit union’s member base, create client solutions without proprietary products, and grow your business with LPL’s tools, technology, and support. You will also benefit from LPL’s experience in helping financial institutions maximize their investment programs and capitalize on the credit union’s reputation and community standing. As an advisor associated with LPL Financial, you will have access to proprietary technology, a suite of customized services, and an open architecture platform with access to thousands of investment products from leading third-party product sponsors. You will also receive resources and expertise from across the firm to help create client solutions and have the freedom to develop solutions specific to your clients' goals.

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 your business with LPL’s combination of tools, technology, and support.
• Take care of clients.

Benefits

• Access to LPL’s 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
• 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
• Eligible to earn sales incentive compensation

What This Job Offers

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