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LPL Financial Holdings

Independent broker-dealer platform for financial advisors

Financial Advisor - Washington State Employee Credit Union

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeOlympia, WA, USA

About the Job

Requirements

  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience

Responsibilities

  • Service an existing book of business upon hire
  • 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
  • Create client solutions without proprietary products
  • Grow your business with LPL’s combination of tools, technology, and support
  • Leverage LPL’s experience helping financial institutions grow and maximize their investment programs
  • Capitalize on the credit union’s reputation and community standing

About the Company

LPL Financial Holdings

Independent broker-dealer platform for financial advisors

LPL Financial runs the largest independent broker-dealer network in the United States, providing a platform of services and support to financial advisors and institutions. It helps advisors manage client wealth by offering technology, research, clearing and compliance services, and practice management programs. Advisors access a flexible, non-proprietary environment where they can tailor financial recommendations for clients, with revenue coming from fees for services, securities commissions, and asset-based fees. The company supports more than 28,000 financial advisors and oversees over a trillion dollars in advisory and brokerage assets, distinguishing itself through its breadth of back-office capabilities, scalable platform, and emphasis on independence for its advisors. Its goal is to enable independent financial advisors to grow their businesses and deliver personalized investment solutions to their clients.

Company size
10,001+
Company stage
IPO
Headquarters
San Diego, CA
Founded
1989

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