Financial Advisor - Kirtland Credit Union
LPL Financial
Overview 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 Kirtland Credit Union in Albuquerque, NM would allow you to join the Investment Program at Kirtland 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 Kirtland 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 position will offer opportunities to grow your career and business, helping the people and families that look to Kirtland Credit Union for financial solutions. Responsibilities The ability to service an existing book of business upon hire The ability to build a strong client base with the credit union’s exceptional referral system Work across several branch territories with significant deposit base, including 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 Grow your business with LPL’s combination of tools, technology, and support Leverage the experience of helping financial institutions grow and maximize their investment programs Capitalize on the credit union’s reputation and community standing Advisor Support and Resources 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 Requirements Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply and Disclosures Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Kirtland 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, Kirtland Credit Union. Tracking # 1-05026674 Pay Range: 65000 - 75000 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. #J-18808-Ljbffr LPL Financial- A leading financial services firm is seeking a Financial Advisor to join the Investment Program at Kirtland Credit Union in Albuquerque, NM. This position involves servicing clients, building a strong client base through referrals, and creating customized financial solutions...Union
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