Financial Advisor - Universal 1 Credit Union

LPL Financial • Dayton, OH

96d • $48,000 - $60,000

About The Position

This employment opportunity at TruStage located at Universal 1 Credit Union in Dayton, OH would allow you to join Universal 1 Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial. The Investment Program at Universal 1 Credit Union supports the local community and you will be joining 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 Universal 1 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
• Sales incentive compensation

What This Job Offers

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