Senior Financial Advisor - University Federal Credit Union

LPL Financial • Austin, TX

13d • $62,000 - $80,000

About The Position

The Senior Financial Advisor will join the Investment Program at University Federal Credit Union in Austin, Texas, and provide financial services to credit union clients. The role offers an opportunity to build and grow a client base through the credit union’s referral system, branch territories, existing clients, and broader client base. The advisor can develop client-specific solutions without proprietary products, drawing on LPL Financial’s tools, technology, support, investment platform, and expertise. Employment is with University Federal Credit Union, not LPL Financial; LPL Financial holds the advisor’s securities and insurance licenses in accordance with regulatory requirements.

The position has a pay range of $62,000 to $80,000 and is also eligible for sales incentive compensation. The stated salary range depends on factors including the applicant’s skills, experience, and work location.

Requirements

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

Responsibilities

• Help credit union clients and families with financial solutions throughout the stages of their financial lives.
• Build and grow a client base using the credit union’s referral system, branch territories, existing clients, and client base.
• Create client solutions tailored to clients’ goals, without proprietary products.

Benefits

• Access to proprietary technology and customized services.
• Access to an open-architecture platform with thousands of investment products from third-party product sponsors.
• Resources and expertise across the firm to help create client solutions.
• Freedom to create solutions specific to clients’ goals.
• Sales incentive compensation eligibility.

What This Job Offers

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