Financial Advisor

This is a fully remote position, open to applicants in Arizona.

📋 Description

• Manage a portfolio of clients from the start of your employment

• Establish a robust client network utilizing the credit union’s outstanding referral system

• Acquire new clients through the credit union’s member network

• Develop client solutions using non-proprietary products

• Expand your business with LPL’s array of tools, technology, and support

• Leverage the credit union’s strong reputation and community presence

⛳️ Requirements

• Series 7 and 66 (or 63/65) licenses are mandatory

• An insurance license is required

• A minimum of three years of experience in investment sales

🏝️ Benefits

• Access to our proprietary technology and a diverse range of customized services

• An open architecture platform offering thousands of investment products from top-tier third-party sponsors

• Support and expertise from across the firm to assist in creating client solutions

• The flexibility to design solutions tailored to your client's objectives