Financial Advisor - Oklahoma Central Credit Union
lplfinancial · Tulsa, OK · $48k–$60k
- Posted
- 34 days ago
- Last confirmed live
- 4 days ago
- Published range
- $48k–$60k
What this role involves
This role is a Financial Advisor position at Oklahoma Central Credit Union in Tulsa, OK, working for TruStage and associated with LPL Financial. The advisor will service an existing book of business, build a client base through referrals, and provide financial solutions to credit union members. Requirements include Series 7 and 66 (or 63/65) licenses, an insurance license, and three or more years of investment sales experience. The pay range is $48,000 to $60,000 plus sales incentives.
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.
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