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Wealth Advisor Architecture Platforms & Client
Job in
San Anselmo, Marin County, California, 94979, USA
Listed on 2025-12-08
Listing for:
LPL Financial
Full Time
position Listed on 2025-12-08
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales
Job Description & How to Apply Below
A local credit union in San Rafael is seeking an experienced Financial Advisor to join its investment program in partnership with LPL Financial. The ideal candidate will manage an existing client book and build new relationships through a strong referral system. Candidates must possess Series 7 and 66 licenses and have at least three years of investment sales experience.
This role offers competitive compensation and the opportunity to significantly grow your business in a supportive environment.
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