Financial Services Professional

6 days ago

Anaheim, United States LPL Financial Full time
{"title": "Financial Advisor Opportunity", "content": "

Unlock Your Potential in Financial Services

LPL Financial partners with credit unions to offer a comprehensive range of financial services to their clients. This employment opportunity at Partners Federal Credit Union in Anaheim, CA, allows you to join the Investment Program as a Financial Advisor associated with LPL Financial. As a Financial Advisor, you will not be an employee of LPL Financial.

The Investment Program at Partners Federal Credit Union supports the local community with a complete menu of financial services. You will join a team dedicated to helping members at every stage of their financial life.

This exciting position enables you to grow your career and business, helping the people and families that rely on Partners Federal Credit Union for financial solutions. This role offers:

  • The ability to service an existing book of business upon hire.
  • The opportunity to build a strong client base with the credit union's exceptional referral system.
  • Several branch territories with a significant deposit base, including 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.

As an advisor associated with LPL Financial, you benefit from our commitment to supporting you so you can take care of your clients. Your partnership includes:

  • 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 clients' goals.

Whatever your vision of success, we're with you every step of the way.

Requirements:

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

Apply online at: 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.

***REQUIRED DISCLOSURE(S)***

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.

Pay Range: $80,000 - $100,000

This salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

", "lang_code": "en-US"}

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