Financial Advisor

4 weeks ago

Oxnard, California, United States LPL Financial Full time

Financial Advisor – CBC Federal Credit Union

Your career path should lead to real opportunity

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at CBC Federal Credit Union in Oxnard, CA would allow you to join the Investment Program at CBC Federal 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 CBC Federal Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members 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 CBC Federal 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 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

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 CBC Federal 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, CBC Federal Credit Union.

Tracking #

Pay Range: 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.

  • Information Technology Leader(Dev Ops)

    1 week ago

    Oxnard, California, United States CBC Federal Credit Union Full time

    PRIMARY: To provide leadership, coaching and guidance to the Information Technology Development Operations team in order that they perform at the highest level and achieve the success that is needed in executing the credit union's business plan. This position is also intended to perform essential activities that help ensure that corporate and strategic goals...

  • Wealth Advisor I

    3 weeks ago

    Oxnard, United States The Ladders Full time

    JOB TITLE: Wealth Advisor I DEPARTMENT: Member Services REPORTS TO: AVP, Wealth Management JOB STATUS: Non-Exempt PRIMARY: The Wealth Advisor I (one) is responsible for helping members identify and meet their financial goals, primarily through providing financial education, counseling, and establishing good financial behavior and habits. When appropriate and...

  • Wealth Advisor I

    1 month ago

    Oxnard, United States CBC Federal Credit Union Full time

    Job DescriptionJob DescriptionJOB TITLE: Wealth Advisor IDEPARTMENT: Member ServicesREPORTS TO: AVP, Wealth ManagementJOB STATUS: Non-Exempt-----------------------------------------------------------------------------------------------------------------------------------------------------------PRIMARY: The Wealth Advisor I (one) is responsible for helping...

  • Wealth Advisor I

    4 weeks ago

    Oxnard, United States CBC Federal Credit Union Full time

    JOB TITLE: Wealth Advisor I DEPARTMENT: Member Services REPORTS TO: AVP, Wealth Management JOB STATUS: Non-Exempt PRIMARY: The Wealth Advisor I (one) is responsible for helping members identify and meet their financial goals, primarily through providing financial education, counseling, and establishing good financial behavior and habits. When appropriate and...

  • Wealth Advisor I

    4 weeks ago

    Oxnard, United States CBC Federal Credit Union Full time

    Job DescriptionJob DescriptionJOB TITLE: Wealth Advisor IDEPARTMENT: Member ServicesREPORTS TO: AVP, Wealth ManagementJOB STATUS: Non-Exempt-----------------------------------------------------------------------------------------------------------------------------------------------------------PRIMARY: The Wealth Advisor I (one) is responsible for helping...

  • Life Insurance Advisor

    1 month ago

    Oxnard, United States Barnes Agency Full time

    Job DescriptionJob Description🌟 Join Our Team: Life Insurance Advisor🌟Are you a passionate go-getter with a knack for building relationships and driving results? Do you thrive in a dynamic environment where your efforts are rewarded? We're seeking a motivated Life Insurance Advisor to join our team and revolutionize the way people approach life...

  • Life Insurance Advisor

    4 weeks ago

    Oxnard, United States Barnes Agency Full time

    Job DescriptionJob Description🌟 Join Our Team: Life Insurance Advisor🌟Are you a passionate go-getter with a knack for building relationships and driving results? Do you thrive in a dynamic environment where your efforts are rewarded? We're seeking a motivated Life Insurance Advisor to join our team and revolutionize the way people approach life...

  • Avp, Development Operations

    2 weeks ago

    Oxnard, United States CBC Federal Credit Union Full time

    **PRIMARY**:To provide leadership, coaching and guidance to the Information Technology Development Operations team in order that they perform at the highest level and achieve the success that is needed in executing the credit union's business plan. This position is also intended to perform essential activities that help ensure that corporate and strategic...

  • Personal Banker I

    3 weeks ago

    Oxnard, United States Premier America Credit Union Full time

    Job DescriptionJob DescriptionDescription:At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for...

  • Personal Banker I

    2 days ago

    Oxnard, United States Premier America Credit Union Full time

    Job Type Full-time Description At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great...

  • Personal Banker I

    3 weeks ago

    Oxnard, United States Premier America Credit Union Full time

    Job Type Full-time Description At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great...

  • Personal Banker I

    1 day ago

    Oxnard, United States Premier America Credit Union Full time

    Job DescriptionJob DescriptionDescription:At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for...

  • Personal Banker II

    4 weeks ago

    Oxnard, United States Premier America Credit Union Full time

    At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our...

  • Personal Banker II

    1 month ago

    Oxnard, United States Premier America Credit Union Full time

    At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our...

  • Business Development Manager

    1 week ago

    Oxnard, United States Western Computer, LLC Full time

    **Business Development Manager** **The Role**: At Western Computer, we're not just breaking tech barriers; we're rewriting the rules of the game. As pioneers in Microsoft Dynamics, we're on a mission to make every business a digital powerhouse and make every customer a satisfied one. Now, we're on the lookout for a motivated Business Development Manager to...

  • Personal Banker II

    4 weeks ago

    Oxnard, United States Premier America Credit Union Full time

    Job DescriptionJob DescriptionDescription:At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for...

  • Personal Banker II

    1 month ago

    Oxnard, United States Premier America Credit Union Full time

    Job DescriptionJob DescriptionDescription:At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for...

  • AVP, Dev Ops

    4 weeks ago

    Oxnard, United States Cbc Federal Credit Union Full time

    PRIMARY: To provide leadership, coaching and guidance to the Information Technology Development Operations team in order that they perform at the highest level and achieve the success that is needed in executing the credit union's business plan. This position is also intended to perform essential activities that help ensure that corporate and strategic...

  • Phlebotomist Iii Float

    3 weeks ago

    Oxnard, United States Quest Diagnostics Full time

    Overview: **This position requires you to have a state phlebotomy license. (Quest does not accept NHA licenses in CA, WA, NV).** **Phlebotomist III Float - Oxnard, CA - Monday-Friday 5:30AM-5:00PM (Rotational Weekends)** - **Proof of COVID-19 vaccination will be required, which must include the primary doses and the booster dose if eligible - exemptions...

  • AVP, Development Operations

    1 month ago

    Oxnard, United States CBC Federal Credit Union Full time

    Job DescriptionJob DescriptionPRIMARY: To provide leadership, coaching and guidance to the Information Technology Development Operations team in order that they perform at the highest level and achieve the success that is needed in executing the credit union's business plan. This position is also intended to perform essential activities that help ensure...

  • AVP, Development Operations

    4 weeks ago

    Oxnard, United States CBC Federal Credit Union Full time

    Job DescriptionJob DescriptionPRIMARY: To provide leadership, coaching and guidance to the Information Technology Development Operations team in order that they perform at the highest level and achieve the success that is needed in executing the credit union's business plan. This position is also intended to perform essential activities that help ensure...