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Financial Services Professional

2 months ago

Seattle, Washington, United States LPL Financial Full time

Unlock Your Career Potential

LPL Financial is seeking a talented Financial Services Professional to join our team as an Investment Program Associate. In this exciting role, you will have the opportunity to partner with Boeing Employee Credit Union to offer a comprehensive range of financial services to their clients.

About the Opportunity

As a Financial Advisor associated with LPL Financial, you will be part of a dynamic team that is dedicated to helping individuals and families achieve their financial goals. You will have the freedom to create customized solutions for your clients, leveraging LPL's proprietary technology and a suite of services.

Key Responsibilities

  • Build and maintain a strong client base through the credit union's referral system and other business development strategies
  • Develop and implement investment plans tailored to the needs of credit union clients
  • Collaborate with LPL's resources and expertise to create innovative solutions for clients
  • Stay up-to-date on industry trends and best practices to deliver exceptional client service

Requirements

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

What We Offer

As an Investment Program Associate with LPL Financial, you will have access to a range of benefits, including:

  • A competitive salary and sales incentive compensation
  • Opportunities for professional growth and development
  • A collaborative and supportive work environment

Apply Today