Financial Advisor - Summit Credit Union

About the role

This employment opportunity allows you to join Summit 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

• The ability to service an existing 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

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.