Search jobs > Houston, TX > Financial advisor

Financial Advisor - Alliant Credit Union

LPL Financial
Houston, TX
Full-time

Financial Advisor Alliant Credit Union

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 Alliant Credit Union in Houston, TX would allow you to join the Investment Program at Alliant Credit Union as a Financial Advisor associated with LPL Financial.

Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at Alliant Credit Union 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 Alliant Credit Union for financial solutions.

This position will offer :

  • The ability to build a strong client base with the credit union’s exceptional referral system
  • Several branch territories 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
  • 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 Alliant Credit Union, however, 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, Alliant Credit Union.

Tracking # 1-05026674

Pay Range : 47000 - 60000The 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.

30+ days ago
Related jobs
Promoted
UNIFY Financial Credit Union
Houston, Texas

UNIFY Financial Credit Union is one of the nation's largest 100 credit unions with a reputation for being financially sound and growth-oriented. Ensures full compliance with UNIFY Financial Credit Union Service Standards, policies, procedures and the Bank Secrecy Act. Responsible for all aspects of ...

Promoted
Smart Financial Credit Union
Houston, Texas

Smart Financial Credit Union offers a competitive salary and excellent top-tier benefits. In addition, Smart Financial Credit Union has a tuition reimbursement program; part-time-time employees can receive up to $2,000 per year in tuition reimbursement. Smart Financial Credit Union was ranked as Hou...

LPL Financial
Houston, Texas

This employment opportunity at Alliant Credit Union in Houston, TX would allow you to join the Investment Program at Alliant Credit Union as a Financial Advisor associated with LPL Financial. LPL Financial partners with credit unions to offer a complete menu of financial services to credit union cli...

Promoted
Smart Financial Credit Union
Houston, Texas

Perform account research for members and other departments/branches within the credit union, conduct detailed examinations of credit worthiness and effectively communicate approval requirements or denial reasons, while staying well within the controls of credit union policies and procedures. Smart F...

Promoted
Enbridge Employee Services Inc
Houston, Texas

We put people first and strive to make our communities better places! As such, we are excited to welcome an Advisor onto the Liquids Pipeline Project Accounting team!. Monitor and manage AFE’s In Service Dates (ISDs), project end date extensions, Capital Interest (AFUDC) flags etc. ...

Promoted
The Friedkin Group
Houston, Texas

Business Analyst, Product Manager, Solutions Architect, Business Systems Analyst supporting data and analytic software development projects. The Business Analyst supports various phases of product development from initial conception through to deployment and continuous improvement. The Business Anal...

Promoted
VirtualVocations
Houston, Texas

...

Promoted
Tanglewood Total Wealth Management
Houston, Texas

For more than 40 years, the firm has worked with the “quietly wealthy” to help make the most of their wealth. Tanglewood is looking to add a new Wealth Advisor to its team. The Wealth Advisor’s primary role is to serve the needs of Tanglewood clients by fostering authentic, deep, and long-lasting re...

Promoted
Mosaic
Houston, Texas

At most “advice-based” firms, a Financial Planner is simply a sales role. Are you a CFP® with ninja-level Excel skills? Do you naturally create scary detailed to-do lists, & love sleuthing out inconsistent information from mountains of data? Does analyzing complicated financial & legal documents, cr...

Promoted
Avantax Planning Partners
Houston, Texas
Remote

The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. The Financial Planning Consultant will be responsible for growing this book over tim...