Jobs · Finance · Massachusetts

Financial Advisor - Metro Credit Union

LPL Financial · Melrose, MA · 3 wk ago
Finance$50k–$80k/yrFull-time

Responsibilities

  • The ability to service a book of business upon hire
  • The ability to build a strong client base with the credit union’s exceptional referral system
  • Sixteen branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
  • The opportunity to find new clients via the credit union’s member 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 credit union’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

$50,000 - $80,000

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location.

Schedule

This position is also eligible to earn sales incentive compensation.

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