Financial Advisor - Excite Credit Union

Your career path should lead to real opportunity

LPL Financial partners with banks to offer a complete menu of financial services to credit union clients. This employment opportunity at Excite Credit Union in San Jose, CA would allow you to join the Investment Program at Excite 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 Excite Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients 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 Excite Credit Union 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 branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
• The opportunity to find new clients via the credit union’s client base
• The ability to grow your business with LPL’s combination of tools, technology, and support

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 Excite 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, Excite Credit Union.

Tracking # 1-05026674

Pay Range : 60,000 - 120,000The 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.