Financial Advisor - Inova Credit Union
About The Position
This position at TruStage, located at INOVA CREDIT UNION in Elkhart, IN, allows you to join INOVA CREDIT UNION as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at INOVA 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 position will allow you to grow your career and business, helping the people and families that look to INOVA CREDIT UNION for financial solutions. As an advisor associated with LPL Financial, you benefit from their commitment to take care of you so you can take care of your clients. Your partnership includes access to proprietary technology, a suite of customized services, an open architecture platform with access to thousands of investment products, and resources and expertise across the firm to help you create client solutions. You will have the freedom to create solutions specific to your client’s goals.
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.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
