Financial Advisor – Keypoint Credit Union

Santa Claraonsite$70K – $175K

Posted 1w ago · via Workday

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About this role

Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Keypoint Credit Union in Santa Clara, CA would allow you to join Keypoint Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Keypoint Credit Union supports the local community and you will be joining 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 Keypoint Credit Union for financial solutions.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

We compare your skills against the role requirements.

Level fit

We check your title trajectory against the seniority signal of the role.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Santa Clara. We weight your proximity and willingness to relocate.

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Free · no card · written explanation included

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