Financial Advisor – Global Credit Union
About the role
This employment opportunity allows you to join Global 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 an advisor
- 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
Qualifications
The ideal candidate will have a proven track record in investment sales and a passion for helping clients achieve their financial goals. A strong background in building relationships and a commitment to excellence are essential.
Skills
Strong interpersonal skills, excellent communication abilities, and a deep understanding of financial products and services are crucial for success in this role.
Benefits
Leverage the benefits of LPL Financial’s comprehensive support, including proprietary technology, customized services, and resources to help create effective client solutions.
Pay
$60,000 - $80,000 per year, with the salary range dependent on various factors including experience and work location. This position is also eligible to earn sales incentive compensation.
Schedule
Hours and schedule details will be provided upon acceptance of the position.