Financial Advisor

3 weeks ago


San Jose, California, United States LPL Financial Full time

Your career path should lead to real opportunity

LPL Financial partners with banks to offer a complete menu of financial services to credit union clients. This employment opportunity at Excite Credit Union in San Jose, CA would allow you to join the Investment Program at Excite Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at Excite Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to Excite Credit Union for financial solutions. This position will offer:

  • 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 clients who need an advisor to support their financial goals
  • The opportunity to find new clients via the credit union's client base
  • The ability to grow your business with LPL's combination of tools, technology, and support

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

Whatever your vision of success, we're with you every step of the way.

Requirements:

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

Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Excite Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Excite Credit Union.

Tracking #

Pay Range:60, ,000The 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.
  • Financial Advisor

    1 week ago


    San Jose, California, United States New York Life Insurance Company Full time

    Financial Advisor at New York Life Insurance CompanyNew York Life Insurance Company, a leader in the financial services sector with a legacy spanning over 175 years, is dedicated to fostering transparency, integrity, and a positive influence within communities. The organization prioritizes growth, innovation, and a commitment to diversity and...

  • Investment Advisor

    2 days ago


    San Jose, California, United States Bank of America Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Solutions Advisor to join our team at Bank of America. As a key member of our wealth management team, you will be responsible for providing tailored financial solutions to high-net worth clients, identifying their needs, and developing relationships to drive business growth.Key...


  • San Francisco, California, United States Empirical Wealth Management Full time

    About Empirical Wealth ManagementEmpirical Wealth Management is a rapidly growing financial services firm, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high-caliber individuals who will succeed in a high-opportunity business environment.Our CultureWe believe that each employee is a valuable...


  • San Diego, California, United States Regional Government Services Full time

    About the RoleRegional Government Services is seeking a highly skilled Senior Advisor to join our Finance Services team. As a Senior Advisor, you will provide comprehensive financial management services to local government partner agencies, solving complex accounting and finance problems.Key ResponsibilitiesManage fiscal operations of public agencies,...


  • San Diego, California, United States Cetera Financial Group Full time

    Cetera Financial Group is seeking a Product Solutions Consultant. This position entails delivering impartial advice on investment and insurance offerings to financial professionals. The consultant will collaborate with the Wealth Management Product Solutions team to assist advisors in comprehending and applying diverse investment strategies and products...


  • San Diego, California, United States Wells Fargo Full time

    Overview:Wells Fargo is looking for a Wealth Management Financial Advisor within its Wealth and Investment Management division, specifically in the Wells Fargo Advisors sector. Discover more about our various career paths and business lines.Key Responsibilities: Collaborate with the Financial Advisor to deliver tailored financial guidance aligned with...


  • San Diego, California, United States augmentjobs Full time

    Job DescriptionPosition Overview:We are looking for a dedicated and client-oriented Client Financial Advisor to become a part of our vibrant team at AugmentJobs. This position focuses on establishing and maintaining robust relationships with clients, offering customized financial guidance, and delivering outstanding service to assist clients in reaching...


  • San Diego, California, United States Fertilityclinicsandiego Full time

    Position Overview:At Fertility Clinics San Diego, our Healthcare Financial Advisor is essential in assisting patients with comprehending and managing the financial components of their medical services.This role involves collaboration with patients, insurance providers, and healthcare professionals to guarantee precise billing, payment processing, and...


  • San Diego, California, United States LPL Financial LLC Full time

    Position: Vice President of Advisor Strategy and OperationsAre you a professional with a background in finance, consulting, or program management? Do you possess strategic thinking skills along with exceptional analytical abilities? If you are eager to enhance the operational, service, and support experience for advisors, this role may be the perfect fit for...

  • Financial Advisor

    6 days ago


    San Francisco, California, United States Golden 1 Credit Union Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Advisor to join our Investment Services team at Golden 1 Credit Union. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our members, helping them achieve their financial goals and objectives.Key ResponsibilitiesMeet with members to...


  • San Jose, California, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • San Jose, California, United States ICONMA Full time

    Key Responsibilities: Oversee all expenses, personnel, and non-personnel costs for General & Administrative functions and additional business units as required. Identify risks and opportunities during regular forecasting cycles. Engage in hands-on management of annual operating plans, as well as quarterly, monthly, and weekly financial forecasts, while...


  • San Jose, California, United States San Jose State University Full time

    Position OverviewThe Financial Aid Programs Specialist and Student Services Advisor operates under the general guidance of the Associate Director of Counseling and Advising, while independently delivering a range of coordinating and advisory services to support the Financial Aid Counseling Unit. This role encompasses responsibilities related to the...


  • San Jose, California, United States Carrington College Full time

    Job OverviewAbout Us: Carrington College is dedicated to empowering students through practical training that utilizes current technologies and methodologies in the industry. Our mission is to positively impact the lives of our students through quality education, which is not just our goal but our commitment.Position: Financial Services AdvisorRole Summary:...


  • San Jose, California, United States Carrington College Full time

    Job OverviewAbout Us: Carrington College is dedicated to empowering students through practical training that mirrors industry standards, enabling them to gain confidence while engaging in hands-on learning. Our mission is to positively transform the lives of our students through education, which is not just our goal but our commitment.Position Summary: We...


  • San Francisco, California, United States OneMain Financial Full time

    Overview:At OneMain Financial, our Consumer Loan Advisors play a crucial role in assisting clients by understanding their financial needs and providing access to prompt, reliable, and cost-effective financing solutions for various life expenses. This position offers a pathway to learn the intricacies of lending and servicing, fostering career growth within...


  • San Francisco, California, United States OneMain Financial Full time

    Overview:At OneMain Financial, our Consumer Loan Advisors play a crucial role in assisting clients by understanding their financial needs and providing them with accessible, prompt, and budget-friendly financing options for various life expenses. This position offers an opportunity to gain in-depth knowledge of the lending and servicing industry, paving the...


  • San Francisco, California, United States OneMain Financial Full time

    Overview:At OneMain Financial, our Consumer Loan Advisors play a crucial role in guiding clients through their financial journeys. By understanding their needs, we provide access to prompt, friendly, and budget-friendly financing options for various life expenses. This position offers a pathway to learn the lending and servicing industry, fostering career...


  • San Jose, California, United States Alpha Public Schools Full time

    Position OverviewAbout Us:Alpha Public Schools is a network of public charter institutions dedicated to providing quality education to approximately 1,900 students in the San Jose area. Our mission is rooted in the belief that every student deserves the opportunity to pursue higher education. We foster a nurturing, inclusive, and student-focused environment...


  • South San Francisco, California, United States Monterra Credit Union Full time

    Join Our Team as a Client Financial AdvisorAre you well-versed in a variety of financial solutions and services? Do you aspire to be part of a team-oriented organization that prioritizes exceptional service for its members, both internally and externally? If you are looking for a dynamic workplace that fosters collaboration and teamwork, we invite you to...