Centralized Financial Advisor - Orange County's Credit Union

Investment Program At Orange County's Credit UnionYour career path should lead to real opportunityLPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Orange County's Credit Union in Santa Ana, CA would allow you to join the Investment Program at Orange County's Credit Union as a Centralized Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.The Investment Program at Orange County's 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 Orange County's Credit Union for financial solutions. This position will offer:The ability to service an existing book of business upon hireThe ability to build a strong client base with the credit union's exceptional referral systemThe opportunity to find new clients via the credit union's member baseThe opportunity to create client solutions without proprietary productsThe ability to grow your business with LPL's combination of tools, technology, and supportThe benefit of LPL's experience helping financial institutions grow and maximize their investment programsThe opportunity to capitalize on the credit union's reputation and community standingAs 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 servicesAn open architecture platform with access to thousands of investment products from leading third-party product sponsorsResources and expertise across the firm to help you create client solutionsThe freedom to create solutions specific to your client's goalsWhatever your vision of success, we're with you every step of the way.Requirements:Series 7 and 66 (63/65) requiredInsurance license requiredThree or more years of investment sales experienceApply online at: