Financial Advisor - San Francisco Federal Credit Union

Financial Advisor - San Francisco Federal Credit Union at LPL Financial
, San Francisco, CA.

Credit Union:
This Investment Program supports the local community with a complete menu of financial services. As a Financial Advisor you will join a team dedicated to helping members in every stage of their financial life and grow your career by helping the people and families that look to San Francisco Federal Credit Union for financial solutions.

• The ability to build a strong client base with the credit union’s exceptional referral system
• Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
• The opportunity to find new clients via the credit union’s member base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with LPL’s combination of tools, technology, and support
• The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the credit union’s reputation and community standing
• Access to our proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your client’s goals

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience

Pay Range: $80,000 - $120,000 (salary depending on skill, experience and location; position also eligible for sales incentive compensation).

Apply online at: (application link). By submitting an application, you are not applying for employment with LPL Financial. Employment is with San Francisco Federal Credit Union, however, in accordance with regulatory requirements, LPL Financial will hold your securities/insurance licenses.

REQUIRED DISCLOSURE(S)