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Financial Services Professional

2 months ago

Portland, Oregon, United States LPL Financial Full time

Unlock a World of Opportunities in Financial Services

About the Role

LPL Financial collaborates with credit unions to provide a wide range of financial services to their clients. This exceptional opportunity at Alliant Credit Union in the Pacific Northwest invites you to become part of the Investment Program team as a Financial Advisor linked with LPL Financial. In this setup, Financial Advisors operate independently from LPL Financial.

Key Responsibilities

  • Develop a robust client portfolio through the credit union's outstanding referral system
  • Access to multiple branch territories with a substantial deposit base, serving existing members in need of financial guidance
  • Potential to acquire new clients through the credit union's member network
  • Ability to devise client solutions independently from proprietary products
  • Room for business growth leveraging LPL's array of tools, technology, and support
  • Advantages of LPL's expertise in assisting financial institutions in expanding and optimizing their investment initiatives
  • Potential to leverage the credit union's esteemed reputation and local presence

Benefits of Collaboration

  • Access to our advanced technology and a suite of tailored services
  • A versatile architecture platform with access to thousands of investment options from leading third-party sponsors
  • Resources and proficiency across the organization to help you devise tailored solutions for your clients
  • Freedom to craft solutions aligned with your clients' objectives

Requirements

  • Must have Series 7 and 66 (63/65) certifications
  • Mandatory possession of an insurance license
  • At least three years of experience in investment sales