LPL Financial

We take care of our advisors, so they can take care of their clients.

Financial Advisor

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 5,001-10,000Since LPL FinancialH1B SponsorCompany SiteLinkedIn

Location

United States

Posted

19 days ago

Salary

$50K - $60K / year

Bachelor Degree3 yrs expEnglish

Job Description

• Join TruStage as a Financial Advisor working for TruStage and associated with LPL Financial • Service a book of business upon hire • Build a strong client base with the credit union’s referral system • Find new clients via the credit union’s member base • Create client solutions without proprietary products • Grow your business with LPL’s tools, technology, and support • Capitalize on the credit union’s reputation and community standing

Job Requirements

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

Benefits

  • The ability to service a book of business upon hire
  • The ability to build a strong client base with the credit union’s exceptional referral system
  • Several 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
  • 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

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