Financial Advisor - Kirtland Credit Union

About the role

This employment opportunity at Kirtland Credit Union in Albuquerque, NM would allow you to join the Investment Program at Kirtland Credit Union as a 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
• Several branch territories with significant deposit base, which includes 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

Requirements

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

Qualifications

Commensurate with experience.

Skills

Not specified.

Benefits

Not specified.

Pay

$65,000 - $75,000 per year, dependent on a number of factors, including the applicant’s skill, experience, and work location.

Schedule

N/A