Jobs · Finance · Idaho

Financial Advisor - Spokane Teacher Credit Union

LPL Financial · Twin Falls County, ID · 3 wk ago
Finance$60k–$90k/yrFull-time

Requirements

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

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

Benefits

The ability to grow your career and business, helping the people and families that look to Spokane Teacher Credit Union for financial solutions

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

Pay

$60,000 - $90,000

This position is also eligible to earn sales incentive compensation.

Similar jobs