Financial Advisor - TruStage Wealth Management

LPL Financial

1d • $50,000 - $70,000 • Remote

About The Position

TruStage Wealth Management, in partnership with LPL Financial, is seeking a Financial Advisor to join their team. This role offers the opportunity to service a book of business upon hire, build a strong client base through credit union referrals, and find new clients within the credit union's member base. The position allows for the creation of client solutions without proprietary products and provides the ability to grow your business with LPL's tools, technology, and support. Advisors benefit from LPL's experience in helping financial institutions grow their investment programs and can capitalize on the credit union's reputation and community standing. As an advisor associated with LPL Financial, you will have access to proprietary technology, a suite of customized services, and an open architecture platform with access to thousands of investment products. Resources and expertise are available to help create client solutions, and advisors have the freedom to create solutions specific to their client's goals.

Requirements

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

Responsibilities

• Service a book of business upon hire.
• Build a strong client base with the credit union’s exceptional referral system.
• 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 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
• Sales incentive compensation

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed