Financial Services Professional

3 days ago


Portland, Oregon, United States LPL Financial Full time

Financial Advisor Opportunity

About the Role

LPL Financial, a leading provider of investment services, is partnering with Alliant Credit Union to offer a unique opportunity for a Financial Advisor to join their team. As a Financial Advisor associated with LPL Financial, you will be part of a dynamic team that supports the local community with a comprehensive range of financial services.

Key Responsibilities

  • Build a strong client base through the credit union's exceptional referral system
  • Develop and implement financial plans tailored to clients' needs and goals
  • Provide investment advice and guidance to clients
  • Work closely with the credit union's members to understand their financial objectives and develop strategies to achieve them
  • Stay up-to-date with market trends and regulatory changes to provide expert advice to clients

Requirements

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

What We Offer

  • Access to a comprehensive range of investment products and services
  • Opportunities for professional growth and development
  • A dynamic and supportive team environment
  • The freedom to create solutions specific to clients' needs

Apply Now



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