Centralized Financial Advisor - Orange County's Credit Union
lplfinancial · Santa Ana CA · $70k+
- Posted
- 29 days ago
- Published range
- $70k+
What this role involves
This role is a Centralized Financial Advisor position at Orange County's Credit Union in Santa Ana, CA, associated with LPL Financial. The advisor will service an existing book of business, build a client base through referrals, and provide financial solutions without proprietary products. Requirements include Series 7 and 66 (or 63/65), an insurance license, and three or more years of investment sales experience.
Skills this posting asks for
- series 7
- series 66
- series 63
- series 65
- insurance license
- investment sales
Requirements
- 3 years of experience
- Level: mid
- Remote policy: onsite
Apply without filling the form
Approve this role and the application is completed for you, including a résumé tailored to it. You get a confirmation when it lands, and a credit is only spent when a submission is confirmed.
Other roles at lplfinancial
- Financial Advisor - Service One Credit UnionBowling Green, KY
- Financial Advisor – American Federal BankFargo, ND
- Financial Advisor – American Federal BankCrookston, MN
- Financial Advisor - MINNESOTA POWER EDUCATIONAL CREDIT UNION & NORTHERN COMMUNITIES CREDIT UNIONDuluth, MN
- AVP - Accounting PolicyFort Mill/Charlotte
- Associate Financial RepresentativeRockville MD - Field Mgmt