Financial Advisor - CoVantage Credit Union

About the role

This employment opportunity at CoVantage CU in Antigo, WI allows you to join the Investment Program at CoVantage Credit Union as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial.

Responsibilities

• Service an existing book of business upon hire
• Build a strong client base with the Bank’s exceptional referral system
• Manage several branch territories with significant deposit bases, including current clients needing an advisor
• Find new clients through the bank's client 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 bank’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

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.