Financial Services Professional

7 days ago


Phoenix, Arizona, United States LPL Financial Holdings, Inc. Full time
Unlock Your Potential as a Financial Advisor

LPL Financial partners with credit unions to offer a comprehensive suite of financial services to their clients. This employment opportunity at Global Credit Union in Phoenix, AZ, presents a chance to join the Investment Program as a Financial Advisor associated with LPL Financial. As a Financial Advisor, you will be an independent contractor, not an employee of LPL Financial.

Key Benefits
  • Build a strong client base with the credit union's exceptional referral system
  • Access to several branch territories with a significant deposit base, including current members who need an advisor to support their financial goals
  • Opportunity to find new clients through the credit union's member base
  • Freedom to create client solutions without proprietary products
  • Ability to grow your business with LPL's combination of tools, technology, and support
  • Benefit from LPL's experience helping financial institutions grow and maximize their investment programs
  • Opportunity to capitalize on the credit union's reputation and community standing
Your Partnership with LPL Financial
  • Access to proprietary technology and a suite of customized services
  • 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
  • Freedom to create solutions specific to your clients' goals
Requirements
  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience

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

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

Pay Range: $60,000 - $120,000

This position is also eligible to earn sales incentive compensation.



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