Financial Advisor - PenFed Credit Union
$50,000–$80,000 year
On-site · San Juan, San Juan, Puerto Rico
Job Summary
Financial Advisor opportunity at PenFed Credit Union via TruStage, partnered with LPL Financial, to service a book of business and build a client base through the credit union’s referral network. Roles include leveraging open-architecture investment platforms, accessing thousands of third-party products, and delivering client solutions without proprietary products. Requires Series 7 and 66, insurance license, and 3+ years of investment sales experience to support branch territories across San Juan, Puerto Rico. The position emphasizes using the firm’s technology, resources, and support to grow advisory services within a community-focused institution. Employment is with TruStage, with licensing held through LPL Financial; compensation includes base salary plus sales incentives.
Required Qualifications
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
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