Financial Advisor – First City Credit Union

LPL Financial • Pasadena, CA

8d • $48,000 - $500,000 • Onsite

About The Position

This position is for a Financial Advisor working for TruStage, associated with LPL Financial, and located at First City Credit Union in Pasadena, CA. The role involves supporting the local community by helping credit union members with their financial needs. The advisor will have the opportunity to build a client base through the credit union's referral system, access existing members, and find new clients within the member base. The position offers the freedom to create client solutions without proprietary products and leverage LPL's tools, technology, and support to grow the business. Advisors benefit from LPL's commitment to supporting them so they can support their clients, with access to proprietary technology, customized services, an open architecture platform with a wide range of investment products, and firm-wide resources.

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
• Support members in every stage of their financial life
• 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
• Take care of your clients

Benefits

• 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
• Sales incentive compensation

What This Job Offers

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