Financial Services Professional

5 days ago


Renton, Washington, 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 Renton, WA, would allow you to join the Investment Program as a Financial Advisor associated with LPL Financial. As a Financial Advisor, you will be part of a team dedicated to helping members achieve their financial goals.

Key Responsibilities:
  • Build a strong client base through the credit union's referral system
  • Develop and implement financial plans tailored to clients' needs
  • Provide investment advice and guidance to clients
  • Stay up-to-date with market trends and regulatory requirements
Benefits of Partnership:
  • Access to LPL's proprietary technology and suite of customized services
  • Open architecture platform with access to thousands of investment products
  • Resources and expertise across the firm to support client solutions
Requirements:
  • Series 7 and 66 (63/65) licenses required
  • Insurance license required
  • Three or more years of investment sales experience

By joining LPL Financial and Global Credit Union, you will have the opportunity to grow your career and business while making a positive impact on the lives of credit union members. Apply online to take the first step towards a rewarding career as a Financial Advisor.



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