Associate Advisor - Boeing Employee Credit Union

Investment Program Financial Advisor – Boeing Employee Credit Union (Everett, WA)

LPL Financial partners with credit unions to offer a complete menu of financial services. In the Investment Program at Boeing Employee Credit Union, you will serve as a Financial Advisor associated with LPL Financial, though you are NOT an employee of LPL.

• Ability to service an existing book of business upon hire
• Build a strong client base via the credit union’s excellent referral system
• Multiple branch territories with a substantial deposit base, including current members needing advisory support
• Discover new clients through the credit union’s member base
• Create client solutions without proprietary products
• Grow your business using LPL’s tools, technology, and support
• Leverage LPL’s experience helping financial institutions expand their investment programs
• Capitalize on the credit union’s reputation and community standing

• Access to proprietary technology and a suite of customized services
• An open‑architecture platform with thousands of investment products from leading third‑party sponsors
• Resources and expertise across the firm to help you create client solutions
• Freedom to tailor solutions to each client’s goals

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

Pay Range: 54,000 – 95,000 USD. Reward includes sales incentive compensation.