Financial Advisor

Job not on LinkedIn

🕒 July 2

🌵 Arizona – Remote

🌵 Arizona – Remote

💵 $60k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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1 - 10 employees

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📋 Description

• This position will allow you to grow your career and business, helping the people and families that look to TruStage Wealth Management for financial solutions. • 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

🎯 Requirements

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

🏖️ 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 • Employee benefits package