Financial Services Representative

1 week ago

Anaheim, United States LPL Financial Full time

Unlock Your Potential as a Financial Services Representative

LPL Financial partners with credit unions to offer a comprehensive range of financial services to credit union clients. This employment opportunity at Partners Federal Credit Union in Anaheim, CA would allow you to join the Investment Program at Partners Federal Credit Union as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial.

About the Investment Program

The Investment Program at Partners 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.

Key Benefits

  • 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.
  • Separate rep code on outside assets brought over, full ownership of these clients, along with a transition package from LPL.
  • The ability to grow your business with LPL's combination of tools, technology, and support.

What You'll Gain

  • 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.

Requirements

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

Apply Now

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

Important Disclosure

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

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