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Financial Advisor: Architecture & Community
Job in
San Mateo, San Mateo County, California, 94409, USA
Listed on 2026-07-01
Listing for:
LPL Financial
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Sales
Job Description & How to Apply Below
LPL Financial, associated with Patelco Credit Union in San Mateo, CA, is seeking a Financial Advisor. In this role, you will service an existing book of business and leverage the credit union’s exceptional referral system to build your client base.
You’ll need to hold Series 7 and 66 (63/65) licenses, along with an insurance license, and have at least three years of investment sales experience. This position offers a competitive pay range and sales incentive compensation.
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