Financial Advisor – First City Credit Union

lplfinancial · Pasadena, CA · $48k–$500k

Posted
29 days ago
Published range
$48k–$500k

What this role involves

This role is a Financial Advisor position at First City Credit Union in Pasadena, CA, but employment is with TruStage and associated with LPL Financial. The advisor will build a client base through the credit union's referral system and provide financial solutions to members. Requirements include Series 7 and 66 (or 63/65) licenses, 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

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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.

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