Financial Advisor - Patelco Credit Union
lplfinancial · San Mateo, CA · $68k+
- Posted
- 29 days ago
- Published range
- $68k+
What this role involves
This role is a Financial Advisor position at Patelco Credit Union, 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 salary range is $67,600, with potential sales incentive compensation.
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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