Financial Advisor - Northwoods Credit Union

LPL Financial • Duluth, MN

90d • $65,000 - $75,000

About The Position

The Credit Union Financial Advisor position at Northwoods Credit Union in Cloquet, MN, offers a unique opportunity to join the Investment Program associated with LPL Financial. This role allows you to support the local community by providing a complete menu of financial services to credit union clients. As a Financial Advisor, you will be part of a dedicated team focused on helping members at every stage of their financial life. This position provides the chance to grow your career and business while assisting individuals and families seeking financial solutions. You will have the ability to service an existing book of business upon hire, build a strong client base through the credit union’s referral system, and find new clients within the credit union’s member base. Additionally, you will have the opportunity to create client solutions without proprietary products and leverage LPL’s tools, technology, and support to grow your business. The role also benefits from the credit union’s reputation and community standing, ensuring a solid foundation for your advisory practice.

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 using the credit union’s referral system.
• Find new clients through the credit union’s member base.
• Create client solutions without proprietary products.
• Grow your business with LPL’s tools, technology, and support.

Benefits

• Access to proprietary technology and customized services.
• Open architecture platform with access to thousands of investment products.
• Resources and expertise to help create client solutions.
• Freedom to create solutions specific to client goals.
• Sales incentive compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees