Financial Advisor - Wescom Credit Union
About The Position
This employment opportunity at Wescom Credit Union in Marina, CA would allow you to join the Investment Program at Wescom 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 Wescom 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 Wescom 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
- Support 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
- Take care of your 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
- Sales incentive compensation
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
