Investment Representative - Redwood Credit Union

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 Redwood Credit Union in Napa, CA would allow you to join the Investment Program at Redwood Credit Union as an Investment Representative associated with LPL Financial. Under this model Investment Representatives are not employees of LPL Financial. The Investment Program at Redwood 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 rely on Redwood 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
• 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

Advisor partnership and support

• 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 Redwood 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, Redwood Credit Union.

Pay Range: $80,371.20 - $105,000