Investment Representative - Redwood Credit Union jobs in United States
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LPL Financial · 18 hours ago

Investment Representative - Redwood Credit Union

positionNapa, CA
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$80K/yr - $105K/yr
date3+ years exp

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. The Investment Representative at Redwood Credit Union will support the local community by servicing an existing book of business and building a strong client base. This role offers opportunities for career growth and the ability to create tailored client solutions.

FinanceFinancial Services

Responsibilities

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
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
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

Qualification

Series 7Series 66Insurance licenseInvestment sales experience

Required

Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience

Company

LPL Financial

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LPL Financial provides investment solutions and tools for independent financial advisors.
dateFounded in 1968
location
Boston, Massachusetts, USA
people-size5001-10000 employees
web-link
https://www.lpl.com

Funding

Current Stage
Public Company
Total Funding
$2.5B
2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO

Leadership Team

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Rich Steinmeier
Interim CEO
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Sid Vyas
Chief Technology Officer/EVP
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Recent News

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Company data provided by crunchbase