Talent.com
Financial Advisor - Redwood Credit Union

Financial Advisor - Redwood Credit Union

LPL FinancialSan Rafael, CA, US
30+ days ago
Job type
  • Full-time
Job description

Financial Advisor - Redwood Credit Union

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 San Rafael would allow you to join the Investment Program at Redwood 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 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 look to Redwood Credit Union for financial solutions. This position will offer :

  • 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
  • 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
  • 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

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes :

  • 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
  • Whatever your vision of success, we're with you every step of the way.

    Requirements :

  • Series 7 and 66 (63 / 65) required
  • Insurance license required
  • Three or more years of investment sales experience
  • 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 : $68,640 - $68,640 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.

    Create a job alert for this search

    Financial Advisor • San Rafael, CA, US

    Related jobs
    • Promoted
    Credit Advisor, Global Wealth & Investment Management

    Credit Advisor, Global Wealth & Investment Management

    Bank of AmericaSan Francisco, CA, United States
    Full-time
    Credit Advisor, Global Wealth & Investment Management.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by d...Show moreLast updated: 2 days ago
    • Promoted
    Registered Investment Advisor

    Registered Investment Advisor

    HIRESIGMASan Francisco, CA, United States
    Full-time
    Registered Investment Advisor (RIA).Experience at banks or broker-dealers will not qualify.Morgan Stanley, Goldman Sachs, First Republic). Proven leadership and management background with at least 2...Show moreLast updated: 2 days ago
    • Promoted
    Private Wealth Advisor

    Private Wealth Advisor

    Coda Search│StaffingSan Francisco, CA, United States
    Full-time
    Be among the first 25 applicants.Direct message the job poster from Coda Search│Staffing.We\'re representing one of the fastest-growing financial planning firms in the industry in their search for ...Show moreLast updated: 2 days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    San Francisco StaffingSan Francisco, CA, US
    Full-time
    Michelle Espejo with Robert Half Financial Services is recruiting for a Lead Advisor at a thriving wealth management firm. This is a full-time permanent role based in San Francisco with a hybrid sch...Show moreLast updated: 16 days ago
    • Promoted
    Senior Wealth Advisor

    Senior Wealth Advisor

    San Francisco StaffingSan Francisco, CA, US
    Full-time
    As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client experience with a robust platform of investments, credit, trust and planning solution...Show moreLast updated: 16 days ago
    • Promoted
    Financial Advisor - San Francisco Federal Credit Union

    Financial Advisor - San Francisco Federal Credit Union

    LPL FinancialSan Francisco, CA, US
    Full-time
    Financial Advisor San Francisco Federal Credit Union.LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Advisor (Hybrid : San Francisco)

    Wealth Advisor (Hybrid : San Francisco)

    Mercer AdvisorsSan Francisco, CA, United States
    Full-time
    Be among the first 25 applicants.For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment ma...Show moreLast updated: 2 days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    DL UnitedSan Francisco, CA, United States
    Full-time
    Exclusive Opportunity with a Fortune 100 Company for Financial Advisors.Are you an accomplished financial advisor seeking a seamless transition to greater independence, while retaining access to th...Show moreLast updated: 5 days ago
    • Promoted
    Wealth Advisor - Mechanics Bank

    Wealth Advisor - Mechanics Bank

    LPL FinancialNapa, CA, US
    Full-time
    LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our emp...Show moreLast updated: 30+ days ago
    • Promoted
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce94112 San Francisco, CA, US
    Full-time
    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Northwestern MutualSan Francisco, CA, United States
    Full-time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show moreLast updated: 4 days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    San Francisco Federal Credit UnionSan Francisco, CA, United States
    Full-time
    With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union’s (SFFedCU) membership is now over 43,000 with assets surpassing $1. San Francisco and San Mateo County....Show moreLast updated: 5 days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Arkshire FinancialSan Francisco, CA, United States
    Full-time
    Arkshire Financial is dedicated to providing strategic retirement planning and asset protection for hardworking everyday people. Our primary focus as a financial consultancy firm is to offer proacti...Show moreLast updated: 5 days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    UNAVAILABLESan Francisco, CA, United States
    Full-time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show moreLast updated: 5 days ago
    • Promoted
    Lead Financial Advisor

    Lead Financial Advisor

    Claire Myers ConsultingSan Francisco, CA, United States
    Full-time
    Location : Remote-but local in CA (ideally Bay Area or Los Angeles).Our client is a fast-growing, SEC-registered RIA with over half a billion in assets under management, serving tech professionals, ...Show moreLast updated: 5 days ago
    • Promoted
    Financial Solutions Advisor Registration Candidate - Piedmont Financial Center

    Financial Solutions Advisor Registration Candidate - Piedmont Financial Center

    Bank of AmericaPiedmont, CA, United States
    Full-time
    Financial Solutions Advisor Registration Candidate - Piedmont Financial Center.This position is subject to SAFE Act registration requirements and involves residential loan mortgage originations req...Show moreLast updated: 5 days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Empirical Wealth ManagementSan Francisco, CA, United States
    Full-time
    About Empirical Wealth Management.Empirical Wealth Management is a rapidly growing financial services firms, currently directing the financial lives and managing assets for hundreds of individuals ...Show moreLast updated: 5 days ago
    • Promoted
    Wealth Advisor

    Wealth Advisor

    Mercer AdvisorsSan Francisco, CA, United States
    Full-time
    The Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of e...Show moreLast updated: 5 days ago