/Financial Advisor - Washington State Employee Credit Union

Financial Advisor - Washington State Employee Credit Union

Tumwater, Washington, United States of Americausvia direct
// Job Type
Full Time
// Salary
Not disclosed
// Posted
3 days ago

About the Role

<p><b>Your career path should lead to real opportunity </b></p><p></p><p>LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Washington State Employee Credit Union - Tumwater, WA would allow you to join the Investment Program at WSECU as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.       </p><p></p><p>The Investment Program at WSECU 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.</p><p></p><p>This exciting position will allow you to grow your career and business, helping the people and families that look to WSECU for financial solutions. This position will offer:</p><ul><li><p>The ability to service an existing book of business upon hire</p></li><li><p>The ability to build a strong client base with the credit union’s exceptional referral system</p></li><li><p>Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals</p></li><li><p>The opportunity to find new clients via the credit union’s member base</p></li><li><p>The opportunity to create client solutions without proprietary products</p></li><li><p>The ability to grow your business with LPL’s combination of tools, technology, and support</p></li><li><p>The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs</p></li><li><p>The opportunity to capitalize on the credit union’s reputation and community standing</p></li></ul><p></p><p>As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:</p><ul><li><p>Access to our proprietary technology and a suite of customized services</p></li><li><p>An open architecture platform with access to thousands of investment products from leading third-party product sponsors</p></li><li><p>Resources and expertise across the firm to help you create client solutions</p></li><li><p>The freedom to create solutions specific to your client’s goals</p></li></ul><p></p><p>Whatever your vision of success, we’re with you every step of the way.</p><p></p><p><b>Requirements:</b></p><ul><li><p>Series 7 and 66 (63/65) required</p></li><li><p>Insurance license required</p></li><li><p>Three or more years of investment sales experience   </p></li></ul><p></p><p><b>Apply online at: </b>By submitting an application, you are not applying for employment with LPL Financial.  Employment is with WSECU, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.</p><p></p><p>***REQUIRED DISCLOSURE(S)</p><p>These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, WSECU.</p><p></p><p>Tracking # 1-05026674</p><p style="text-align:inherit"><br /> </p>Pay Range:54,252 - 54,252<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"><br /> </p>The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.<p style="text-align:inherit"></p><p style="text-align:inherit"></p>

Interested in this job?

Login to Apply

Use our AI to tailor your resume for this Financial Advisor - Washington State Employee Credit Union position at LPL Financial.