Financial Advisor - Excite Credit Union

Your career path should lead to real opportunityLPL Financial partners with banks to offer a complete menu of financial services to credit union clients. This employment opportunity at Excite Credit Union in San Jose, CA would allow you to join the Investment Program at Excite Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.The Investment Program at Excite Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.This exciting position will allow you to grow your career and business, helping the people and families that look to Excite Credit Union for financial solutions. This position will offer:The ability to service an existing book of business upon hireThe ability to build a strong client base with the credit union’s exceptional referral systemSeveral branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goalsThe opportunity to find new clients via the credit union’s client baseThe ability to grow your business with LPL’s combination of tools, technology, and supportAs an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:Access to our proprietary technology and a suite of customized servicesAn open architecture platform with access to thousands of investment products from leading third-party product sponsorsResources and expertise across the firm to help you create client solutionsThe freedom to create solutions specific to your client’s goalsWhatever your vision of success, we’re with you every step of the way.Requirements:Series 7 and 66 (63/65) requiredInsurance license requiredThree or more years of investment sales experienceApply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Excite Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.***REQUIRED DISCLOSURE(S)These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Excite Credit Union.Tracking # 1-05026674Pay Range:60,000-120,000The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.#J-18808-Ljbffr