Wealth Advisor – Community First Credit Union of Florida Position Available In Duval, Florida
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Job Description
Wealth Advisor
- Community First Credit Union of Florida LPL Financial
- 3.6 Jacksonville, FL Job Details $58,500
- $70,000 a year 3 hours ago Qualifications Sales Series 66 Mid-level Series 7 Series 65 2 years Series 63 Full Job Description Wealth Advisor
- Community First Credit Union of Florida Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients.
This employment opportunity at Community First Credit Union of Florida in Jacksonville, FL would allow you to join the Investment Program at Community First Credit Union of Florida as a Wealth Advisor associated with LPL Financial. The Investment Program at Community First Credit Union of Florida supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Community First Credit Union of Florida for financial solutions.
This position will offer:
The ability to service an existing book of business upon hire The ability to build a strong client base with the credit union’s exceptional referral system Several branches with significant deposit base, which includes current members who need an advisor to support their financial goals 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 combination of tools, technology, and support The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the credit union’s reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients.
Your partnership includes:
Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client’s goals Whatever your vision of success, we’re with you every step of the way.
Requirements:
Series 7 and 66 (63/65) required Insurance license required Two or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with Community First Credit Union of Florida. Employment is with LPL Financial and in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. •
REQUIRED DISCLOSURE
(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community First Credit Union of Florida. Tracking # 1-05026674
Pay Range:
58500
- 70000 The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location.
This position is also eligible to earn sales incentive compensation.