Financial Advisor: Grow Client Base with Open Architecture

Posted 11 days ago

keypoint cuSan Jose (CA)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

KeyPoint Credit Union in San Jose, CA is seeking a Financial Advisor to service an existing book of business and grow new client relationships within the LPL framework. This role requires investment sales experience and applicable securities licenses. The position offers a path to expanding client solutions without proprietary products, supported by LPL’s technology and resources, with potential to serve the local community through a robust referral network. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.