Financial Advisor - Ventura County Credit Union - LPL Financial : Job Details

Financial Advisor - Ventura County Credit Union

LPL Financial

Job Location : Moorpark,CA, USA

Posted on : 2025-08-05T01:24:17Z

Job Description :

Your career path should lead to real opportunity

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Ventura County Credit Union in Moorpark, CA, allows you to join the Investment Program at Ventura County Credit Union as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial.

The Investment Program supports the local community with comprehensive financial services. You will join a team dedicated to assisting clients in every stage of their financial life.

This position offers:

  • The ability to build a strong client base through the bank's referral system
  • Several branch territories with significant deposit bases, including current clients needing financial support
  • Opportunities to find new clients within the bank's existing client base
  • The chance to create client solutions without proprietary products
  • Tools, technology, and support to grow your business with LPL
  • Expertise from LPL to help grow and maximize your investment programs
  • The opportunity to leverage the bank's reputation and community standing

As an advisor with LPL Financial, you benefit from our commitment to support you so you can serve your clients effectively. Your partnership includes:

  • Access to proprietary technology and customized services
  • An open architecture platform with access to thousands of investment products from leading third-party sponsors
  • Resources and expertise to help you craft tailored client solutions
  • The freedom to develop solutions aligned with your clients' goals

Whatever your vision of success, we're with you every step of the way.

Requirements:

  • Series 7 and 66 (63/65) licenses 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 Ventura County Credit Union. In accordance with regulatory requirements, LPL Financial will hold your securities and insurance licenses.

***REQUIRED DISCLOSURES***

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

Tracking # 1-05026674

Pay Range: $50,000 - $250,000. The salary depends on factors such as skill, experience, and location. The position is also eligible for sales incentive compensation.

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