Full Job Description
Financial Advisor associated with LPL Financial at Patelco Credit Union in San Francisco, CA. This position offers the ability to service an existing book of business upon hire, build a strong client base with the credit union's referral system, access several branch territories with significant deposit base, find new clients via the credit union's member base, create client solutions without proprietary products, grow your business with LPL's tools, technology, and support, and capitalize on the credit union's reputation and community standing.
As an advisor, you benefit from access to proprietary technology, an open architecture platform with thousands of investment products, resources and expertise to help create client solutions, and the freedom to tailor solutions to your client's goals.
Requirements:
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Patelco Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
Pay Range: 100,000 - 120,000
The salary range depends on factors including skill, experience, and work location. This position is eligible for sales incentive compensation.
