Financial Advisor

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🕒 July 2

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1 - 10 employees

TinyURL is the original URL shortening service. Making long URLs usable and more manageable since 2002.

📋 Description

• Join TruStage Wealth Management as a Financial Advisor working for TruStage and associated with LPL Financial • Support the local community and help members in every stage of their financial life • Grow your career and business by helping clients achieve their financial solutions

🎯 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