Financial Advisor - Spokane Teacher Credit Union
American Accounting Association · La Grande, OR · 2 wk ago
$60k–$90k/yrFull-time
About the role
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Spokane Teacher Credit Union in La Grande, OR would allow you to join the Investment Program at Spokane Teacher Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
Responsibilities
- Service an existing book of business upon hire
- Build a strong client base with the credit union's exceptional referral system
- Serve branch territories with significant deposit base, including current members who need advisor support for their financial goals
- Find new clients via the credit union's member base
- Create client solutions without proprietary products
- Grow your business with LPL's combination of tools, technology, and support
Requirements
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Benefits
- Access to proprietary technology and a suite of customized services
- Open architecture platform with access to thousands of investment products from leading third-party product sponsors
- Resources and expertise across the firm to help create client solutions
- Freedom to create solutions specific to clients' goals
Pay
$60,000 – $90,000
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.