Financial Advisor - Mountain America Credit Union
About the role
This employment opportunity at Mountain America Credit Union in Glendale, AZ would allow you to join the Investment Program at Mountain America Credit Union as a Financial Advisor 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 base, including current members who need an advisor to support their financial goals
- Find new clients via 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 helping financial institutions grow and maximize their investment programs
- 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
Qualifications
The Investment Program at Mountain America Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.
Skills
Your partnership includes: Access to our 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, and the freedom to create solutions specific to your client’s goals.
Benefits
The ability to grow your career and business, helping the people and families that look to Mountain America Credit Union for financial solutions.
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
Not specified.