
This Financial Advisor role at Pentagon Federal Credit Union in Humacao, PR, is a partnership with TruStage and LPL Financial designed to support local community members. The position involves managing an existing book of business while building a new client base through the credit union's referral system and branch territories. Key responsibilities include creating customized financial solutions using an open architecture platform with access to thousands of third-party investment products. The role appeals to professionals seeking career growth, offering the freedom to design client strategies without proprietary product restrictions and access to advanced technology and firm-wide expertise. Candidates must hold Series 7, 66, and insurance licenses with at least three years of investment sales experience.















