Associate Wealth Advisor - Salal Credit Union
LPL FinancialHighlight
Summary
About the Role
About You
- Proactive self-starter with strong attention to detail and problem-solving skills.
- Outstanding interpersonal skills with the ability to build relationships with clients and coworkers.
- Proficiency in CRM applications, Microsoft Word, Excel, and PowerPoint.
- 3 years of experience in client service within the finance sector.
- Licenses Required: Series 7, Series 66 (or Series 63/65). Life & Health Insurance License or obtain licenses in +/-120 days.
- Bachelor's degree or equivalent in Finance or Business Administration.
Benefits
- Eligible for sales incentive compensation.
LPL Financial is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC.