Financial Advisor - TruStage Wealth Management Consulting Services at Consumers Credit Union

About the role

This employment opportunity allows you to join the Investment Program at TruStage Wealth Management Consulting Services at Consumers Credit Union as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial. The Investment Program supports the local community with a complete menu of financial services.

Responsibilities

• Take over an existing book of business.
• Build a strong client base with the Bank’s exceptional referral system.
• Manage several branch territories with significant deposit bases, including current clients needing an advisor.
• Find new clients through the bank's client base.
• Create client solutions without proprietary products.
• Grow your business with LPL’s combination of tools, technology, and support.
• Benefit from LPL’s experience in helping financial institutions grow and maximize their investment programs.
• Utilize the bank’s reputation and community standing to attract clients.

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.