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Jobs · Finance · California

Financial Advisor – First City Credit Union

LPL Financial · Pasadena, CA · 3 wk ago
Finance$48k–$500k/yrFull-time

Your career path should lead to real opportunity. LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This position at First City Credit Union in Pasadena, CA allows you to join as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial.

About the role

The Investment Program at First City Credit Union supports the local community, and you will join a team dedicated to helping members at every stage of their financial life. This position offers:

  • The ability to build a strong client base with the credit union’s exceptional referral system
  • Several branch territories with a significant deposit base, including current members who need an advisor to support their financial goals
  • 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

Support and resources

As an advisor associated with LPL Financial, you benefit from:

  • Access to 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

Requirements

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

By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

Pay

$48,000 - $500,000. 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.

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