14 часов назад
Financial Advisor (Investment Sales)
60 000 - 80 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor (Investment Sales): Building and growing a client base for Spokane Teacher Credit Union members by providing investment and financial solutions with an accent on referral-based client acquisition, open-architecture products, and personalized advice. Focus on managing client relationships, developing new business, and applying securities and insurance expertise to support clients’ financial goals.
Location: Kennewick, Washington, United States
Salary: $60,000–$80,000 per year, plus eligible sales incentive compensation
Company
operates a community investment program with financial services supported by LPL Financial.
What you will do
- Build and grow a client base through the credit union’s member referral system.
- Serve members at multiple branch territories and identify new client opportunities.
- Create personalized financial and investment solutions without proprietary product restrictions.
- Use LPL Financial’s technology, investment platform, tools, and firm-wide resources to support clients.
- Help individuals and families address financial goals throughout every stage of their financial lives.
Requirements
- Series 7 and Series 66 licenses required; Series 63/65 combination accepted.
- Insurance license required.
- At least three years of investment sales experience.
- Employment is with ; LPL Financial holds the securities and insurance licenses in accordance with regulatory requirements.
Culture & Benefits
- Access to proprietary technology and customized support services.
- Open-architecture investment platform with thousands of products from third-party sponsors.
- Resources and expertise to develop client-specific solutions.
- Opportunity to grow an advisory business using the credit union’s community reputation, member base, and referral network.
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