LPL Financial
Financial Advisor – San Francisco Federal Credit Union
LPL Financial - San Francisco, California, United States, 94199
Work at LPL Financial
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Overview
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Financial Advisor – San Francisco Federal Credit Union
role at
LPL Financial 2 weeks ago Be among the first 25 applicants Join to apply for the
Financial Advisor – San Francisco Federal Credit Union
role at
LPL Financial Get AI-powered advice on this job and more exclusive features. Credit Union
Financial Advisor –
San Francisco Federal Credit Union
Your career path should lead to real opportunity
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at San Francisco Federal Credit Union in San Francisco, CA would allow you to join the Investment Program at San Francisco Federal 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 San Francisco Federal Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members 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 San Francisco Federal Credit Union for financial solutions. This position will offer:
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
As 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 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
Whatever your vision of success, we’re with you every step of the way.
Requirements:
Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience
Apply online at:
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 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, San Francisco Federal Credit Union.
Tracking # 1-05026674
Pay Range:$50,000 - $200,000
The 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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
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Financial Advisor – San Francisco Federal Credit Union
role at
LPL Financial 2 weeks ago Be among the first 25 applicants Join to apply for the
Financial Advisor – San Francisco Federal Credit Union
role at
LPL Financial Get AI-powered advice on this job and more exclusive features. Credit Union
Financial Advisor –
San Francisco Federal Credit Union
Your career path should lead to real opportunity
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at San Francisco Federal Credit Union in San Francisco, CA would allow you to join the Investment Program at San Francisco Federal 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 San Francisco Federal Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members 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 San Francisco Federal Credit Union for financial solutions. This position will offer:
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
As 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 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
Whatever your vision of success, we’re with you every step of the way.
Requirements:
Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience
Apply online at:
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 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, San Francisco Federal Credit Union.
Tracking # 1-05026674
Pay Range:$50,000 - $200,000
The 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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at LPL Financial by 2x Get notified about new Financial Advisor jobs in
San Francisco, CA . San Francisco, CA $50,000.00-$200,000.00 2 weeks ago Burlingame, CA $56,000.00-$72,000.00 2 hours ago Investment Consultant - San Francisco, CA
San Francisco, CA $56,000.00-$72,000.00 2 weeks ago San Francisco, CA $90,000.00-$100,000.00 2 weeks ago San Francisco, CA $85,000.00-$135,000.00 12 hours ago San Francisco, CA $170,000.00-$300,000.00 6 days ago Financial Advisor - Team Sponsored Launch - San Francisco Peninsula Group
San Francisco, CA $55,000.00-$75,000.00 3 weeks ago Redwood City, CA $76,000.00-$98,000.00 7 months ago Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
San Ramon, CA $90,000.00-$100,000.00 2 weeks ago San Francisco, CA $240,000.00-$280,000.00 2 weeks ago Senior Financial Analyst, Marketing Shared Services (can be based in SF; NYC; LA; Columbus, Ohio; Albuquerque, NM)
San Francisco, CA $92,900.00-$123,200.00 2 days ago Investment Consultant - Walnut Creek, CA
Asset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client Events, Associate - San Francisco
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr