Financial Advisor - Summit Credit Union

Requirements

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience

Responsibilities

• The ability to take over an existing book of business
• The ability to build a strong client base with the Bank’s exceptional referral system
• Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
• The opportunity to find new clients via the bank’s client 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 bank’s reputation and community standing

Qualifications

• Join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial
• Under this model Financial Advisors are not employees of LPL Financial
• You will join a team that is dedicated to helping clients in every stage of their financial life
• This exciting position will allow you to grow your career and business, helping the people and families that look to Summit Credit Union for financial solutions

Benefits

• 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
• The freedom to create solutions specific to your client’s goals

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.