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About the Role

Join the Investment Program at Patelco Credit Union as a Financial Advisor associated with LPL Financial. This role offers the ability to service an existing book of business, build a strong client base through an exceptional referral system, and find new clients via the credit union’s member base. You will have the freedom to create client solutions without proprietary products and grow your business with LPL’s tools, technology, and support.

Responsibilities

Service an existing book of business upon hire
Build a strong client base with the credit union’s exceptional referral system
Find new clients via the credit union’s member base
Create client solutions without proprietary products

Requirements

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

Location

San Francisco, CA

Work Type

Full-time

Experience Level

3+ years of investment sales experience

Salary/Compensations

$100,000 - $120,000

Benefits

Access to proprietary technology and a suite of customized services
Open architecture platform with access to thousands of investment products
Resources and expertise across the firm
Sales incentive compensation

About the Company

LPL Financial partners with credit unions to offer a complete menu of financial services.
The Investment Program at Patelco Credit Union supports the local community with a complete menu of financial services.
Patelco Credit Union is dedicated to helping members in every stage of their financial life.