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.

Other roles at lplfinancial

All 128 roles at lplfinancial