Financial Advisor – Keypoint Credit Union
$70,000–$70,000 year
On-siteSan Jose, California, United States or Santa Clara, California, United States
Job Summary
Service an existing book of business and build a strong client base using the credit union's referral system and branch territories with significant deposit bases. Create client solutions without proprietary products by leveraging LPL's open architecture platform, access to thousands of investment products, and proprietary technology. Grow your business by finding new clients via the credit union's member base while capitalizing on Keypoint Credit Union's reputation and community standing. Join a team dedicated to helping members in every stage of their financial life.
Required Qualifications
- Series 7 and 66 (63/65)
- Insurance license
- Three or more years of investment sales experience
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