Financial Advisor - Advia Credit Union

LPL Financial Services • Kalamazoo, MI

75d • $70,000 - $80,000

About The Position

Your career path should lead to real opportunity. LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Advia Credit Union in Kalamazoo, MI would allow you to join the Investment Program at Advia Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Advia Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Advia Credit Union for financial solutions.

Requirements

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

Responsibilities

• Service an existing book of business upon hire
• Build a strong client base with the credit union's exceptional referral system
• Manage several branch territories with significant deposit base
• Find new clients via the credit union's member base
• Create client solutions without proprietary products
• Grow your business with LPL's combination of tools, technology, and support
• Capitalize on the credit union's reputation and community standing

Benefits

• Access to proprietary technology and a suite of customized services
• Open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help create client solutions
• Freedom to create solutions specific to client's goals

What This Job Offers

• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 5,001-10,000 employees