Centralized Financial Advisor - Orange County's Credit Union

About the role

This employment opportunity at Orange County's Credit Union in Santa Ana, CA would allow you to join the Investment Program at Orange County's Credit Union as a Centralized Financial Advisor associated with LPL Financial.

Responsibilities

• The ability to service an existing book of business upon hire
• The ability to build a strong client base with the credit union’s exceptional referral system
• The opportunity to find new clients via the credit union’s member base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with LPL’s combination of tools, technology, and support
• The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the credit union’s reputation and community standing

Requirements

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

Qualifications

Your partnership includes:

• 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

Skills

Whatever your vision of success, we’re with you every step of the way.

Benefits

The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs

Pay

$70,000 - $70,000

Schedule

This position is also eligible to earn sales incentive compensation.