Financial Advisor - Consumers Credit Union

About the role

This employment opportunity at Consumers Credit Union in Marshall, MI allows you to join the Investment Program at Consumers Credit Union as a Financial Advisor associated with 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 seeking financial advice
• 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 attract clients

Requirements

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

Qualifications

As an advisor associated with LPL Financial, you benefit from:

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

Skills

While not explicitly listed, successful candidates will likely possess strong interpersonal skills, financial knowledge, and the ability to build relationships with clients.

Benefits

As an advisor associated with LPL Financial, you benefit from:

• LPL's commitment to taking care of you so you can take care of your clients
• 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 you 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.

Schedule

The schedule for this position is not specified in the job posting.