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Financial Advisor Associate

2 months ago

Anaheim, California, United States LPL Financial Full time
Embark on a rewarding career journey

LPL Financial collaborates with credit unions to provide a comprehensive range of financial services tailored for credit union members. This role at Partners Federal Credit Union presents an opportunity to join the Investment Program as a Financial Advisor affiliated with LPL Financial. It is important to note that Financial Advisors operate independently and are not employees of LPL Financial.

The Investment Program at Partners Federal Credit Union is committed to supporting the local community by offering a full suite of financial services. You will become part of a team that is passionate about assisting members at every stage of their financial journey.

This dynamic position will enable you to advance your career and expand your business while helping individuals and families seeking financial guidance. The role offers:
  • The chance to manage an established client portfolio from day one.
  • The opportunity to cultivate a robust client base through the credit union's outstanding referral network.
  • Access to multiple branch territories with a substantial deposit base, including current members in need of advisory support for their financial aspirations.
  • A distinct representative code for external assets transferred, full ownership of these clients, along with a transition package from LPL.
  • The potential to grow your practice utilizing LPL's array of tools, technology, and support.
As an advisor associated with LPL Financial, you will benefit from our dedication to ensuring your success so that you can effectively serve your clients. Your partnership includes:
  • Access to proprietary technology and a suite of tailored services.
  • An open architecture platform providing access to thousands of investment products from leading third-party sponsors.
  • Resources and expertise throughout the firm to assist you in crafting client solutions.
  • The autonomy to develop solutions tailored to your client's objectives.
Whatever your vision of success may be, we are here to support you at every stage of your journey.

Qualifications:
  • Series 7 and 66 (63/65) licenses required.
  • Insurance license required.
  • A minimum of three years of experience in investment sales.
Important Note: By submitting an application, you are applying for a position with Partners Federal Credit Union. In accordance with regulatory requirements, LPL Financial will hold your securities and insurance licenses.