Note: The job is a remote job and is open to candidates in USA. LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This role as a Financial Advisor at TruStage Wealth Management focuses on helping clients achieve their financial goals through personalized solutions and leveraging the credit union’s strong referral system.
Responsibilities
- 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
Skills
- 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
- This position is also eligible to earn sales incentive compensation
Company Overview
Company H1B Sponsorship