Financial Advisor - Spokane Teacher Credit Union
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
Qualifications
Under this model Financial Advisors are not employees of LPL Financial
You will join a team that is dedicated to helping members in every stage of their financial life
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
The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location.
Schedule
This position is also eligible to earn sales incentive compensation.