Financial Advisor - DuTrac Community Credit Union

About the role

This employment opportunity at DuTrac Credit Union in Davenport, IA would allow you to join the Investment Program at DuTrac Credit Union as a Financial Advisor associated with LPL Financial.

Responsibilities

• The ability to take over an existing book of business.
• The ability to build a strong client base with the Bank’s exceptional referral system.
• Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals.
• The opportunity to find new clients via the bank’s client base.
• The opportunity to create client solutions without proprietary products.
• The ability to grow your business with LPL’s combination of tools, technology, and support.
• The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs.
• The opportunity to capitalize on the bank’s reputation and community standing.

Requirements

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

Qualifications

• Experience in financial services.
• Strong interpersonal and communication skills.
• Ability to manage and grow a client base.
• Knowledge of financial products and services.

Skills

• Financial planning and analysis.
• Client relationship management.
• Investment sales and management.

Benefits

• Access to proprietary technology and customized services.
• An open architecture platform with access to thousands of investment products.
• Resources and expertise across the firm to help create client solutions.
• The freedom to create solutions specific to client 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

N/A