Financial Advisor: Architecture & Community
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Financial Sales
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.
The Financial Advisor:
Open Architecture & Community Growth position in the Finance field is open for applications.
The position is based in San Mateo, CA, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 60.840 - 74.360.
We aim to respond to suitable candidates as soon as possible.
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