Financial Advisor – OneAZ Credit Union

Overview

Financial Advisor – OneAZ Credit Union in Flagstaff, AZ. This employment opportunity is with OneAZ Credit Union in partnership with LPL Financial. Advisors are not employees of LPL Financial.

$48,000.00/yr - $/yr

The Investment Program at OneAZ Credit Union supports the local community with a complete menu of financial services. You will join a team dedicated to helping members in every stage of their financial life. You will build a client base through the credit union’s referral system and grow your business with LPL’s tools, technology, and support. You will serve members from multiple branch territories with a significant deposit base and opportunities to find new clients from the member base.

You will create client solutions without proprietary products.

• The ability to build a strong client base with the credit union’s exceptional referral system
• Several branch territories with significant deposit base
• 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 tools, technology, and support
• Support from LPL’s experience helping financial institutions grow and maximize their investment programs

• Access to proprietary technology and a suite of customized services
• Open architecture platform with access to thousands of investment products
• Resources and expertise across the firm to create client solutions
• Freedom to create solutions aligned with your clients’ goals

• 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 OneAZ Credit Union; LPL Financial would hold your securities/insurance licenses as required by regulation.

These investment products and services are being offered through LPL Financial or its affiliates, which are separate entities from, and not affiliates of, OneAZ Credit Union.

Pay Range: 48,. The salary range depends on factors including skill, experience, and location. This position is eligible for sales incentive compensation.