Financial Advisor - 7 17 Credit Union

About the role

This employment opportunity allows you to join 7 17 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.

Responsibilities

• Build a strong client base with the credit union's exceptional referral system
• Manage several branch territories with significant deposit bases, including current members needing financial support
• Find new clients through the credit union's member base
• Create client solutions without proprietary products
• Grow your business with LPL's combination of tools, technology, and support
• Benefit from LPL's experience in helping financial institutions grow and maximize their investment programs
• Utilize the credit union's reputation and community standing to capitalize on opportunities

Requirements

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

Benefits

• Access to 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 create client solutions
• The freedom to create solutions specific to your client's goals

Pay

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.