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Jobs · Finance · Washington

Financial Advisor - Washington State Employee Credit Union

LPL Financial · Tumwater, WA · 2 wk ago
FinanceFull-time

About the role

This employment opportunity at Washington State Employee Credit Union - Tumwater, WA allows you to join the Investment Program at WSECU as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of 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
  • Sixteen 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

WSECU seeks candidates who have a passion for serving the community and a proven track record in financial services. We value integrity, innovation, and collaboration, and we believe these qualities are essential for building long-term relationships with our members.

Skills

Strong interpersonal skills, excellent communication abilities, and the ability to build trust and rapport with clients are crucial. Additionally, proficiency in financial planning and investment strategies is highly valued.

Benefits

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. 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

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.

Schedule

The schedule for this position is flexible and tailored to meet the needs of both the employee and the employer.

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