Financial Advisor - CEFCU

About the role

This employment opportunity allows you to join CEFCU 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 CEFCU’s exceptional referral system
• Manage several branch territories with significant deposit bases, including current members needing an advisor
• Find new clients through CEFCU’s member base
• Create client solutions without proprietary products
• Grow your business with LPL’s tools, technology, and support
• Utilize LPL’s experience in helping financial institutions grow and maximize their investment programs
• Benefit from CEFCU’s reputation and community standing

Requirements

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

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.