Financial Advisor - Orsa Credit Union

About the role

This employment opportunity at Orsa Credit Union in Canton, MI allows you to join the Investment Program 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 bases, including current members needing financial support
• Find new clients through the credit union’s extensive member network
• Create custom client solutions without using proprietary products
• Grow your business with LPL’s comprehensive tools, technology, and support
• Benefit from LPL’s experience in helping financial institutions expand and optimize their investment programs
• Leverage Orsa Credit Union’s strong reputation and community standing

Requirements

• Series 7 and 66 (63/65) licenses 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, a strong understanding of financial planning, and the ability to build and maintain relationships with clients.

Skills

• Strong communication and interpersonal skills
• Ability to develop and implement financial plans
• Knowledge of financial products and services
• Proficiency in financial software and systems

Benefits

The position offers a competitive salary range of $45,000 - $75,000, dependent on experience and other factors. It also provides the opportunity to earn sales incentive compensation.

Pay

$45,000 - $75,000

Schedule

Full-time position