Financial Advisor - Suncoast Credit Union

Overview

Financial Advisor – Suncoast Credit Union, Venice, FL. This opportunity is an employment relationship with Suncoast Credit Union, with the advisor associated with LPL Financial. LPL Financial provides support and is not the employer of record.

• Service an existing book of business upon hire
• Build a strong client base through the credit union’s referral system
• Manage clients across several branch territories with a significant deposit base
• Identify new clients from the credit union’s member base
• Create client solutions without proprietary products
• Grow your business using LPL’s tools, technology, and support
• Leverage the credit union’s reputation and community standing

• Access to proprietary technology and customized services
• Open architecture platform with access to thousands of investment products from leading third-party sponsors
• Resources and expertise across the firm to help you create client solutions
• Freedom to create client solutions tailored to 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 Suncoast Credit Union; however, per regulatory requirements, LPL Financial would hold securities/insurance licenses.

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

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Pay Range: 48,000 - 60,000. The salary range is dependent on factors such as the applicant’s skill, experience, and work location. This position is eligible to earn sales incentive compensation.