Financial Advisor - TeamOne Credit Union
About the role
This employment opportunity allows you to join TEAMONE 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, including 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
Qualifications
TEAMONE CREDIT UNION supports the local community and you will be joining a team dedicated to helping members in every stage of their financial life.
Skills
Access to 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.
Benefits
The opportunity to grow your career and business, helping the people and families that look to TEAMONE 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
N/A