Financial Advisor - Teachers Federal Credit Union
About The Position
TruStage is hiring a Financial Advisor to work at Teachers Federal Credit Union in Manorville, New York. The advisor is employed by TruStage and associated with LPL Financial; the position is not employment with LPL Financial. The Teachers Federal Credit Union Investment Program serves members in every stage of their financial lives, and the advisor will help individuals and families find financial solutions. The role offers the opportunity to service an existing book of business, build a client base through the credit union’s referral system and member base, and serve members across several branch territories with a significant deposit base. The advisor can develop client solutions without proprietary products and grow their business using LPL’s tools, technology, support, and investment-program expertise. The position also provides access to customized services, an open-architecture platform with investment products from third-party sponsors, and resources to develop solutions tailored to clients’ goals. The salary range is $45,000–$75,000, depending on factors including skills, experience, and work location. The position is also eligible for sales incentive compensation. LPL Financial holds the advisor’s securities and insurance licenses in accordance with regulatory requirements.
Requirements
- Series 7 and Series 66 (or Series 63/65) licenses are required.
- Insurance license is required.
- Three or more years of investment sales experience are required.
Responsibilities
- Service an existing book of business.
- Build a client base through the credit union’s referral system and member base.
- Help credit union members and their families address financial goals and find financial solutions.
- Create client solutions tailored to clients’ goals without being limited to proprietary products.
- Grow the business using LPL’s tools, technology, support, and investment-program resources.
Benefits
- Access to proprietary technology and customized services.
- Access to an open-architecture platform with thousands of investment products from leading third-party product sponsors.
- Access to resources and expertise across the firm to help create client solutions.
- Opportunity to service an existing book of business upon hire.
- Access to the credit union’s referral system, member base, and several branch territories.
- Sales incentive compensation eligibility.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
