Financial Advisor - American Heritage Credit Union

LPL Financial•Warminster, PA

6d•Onsite

About The Position

This employment opportunity is with TruStage, located at American Heritage Credit Union in Warminster, PA. As a Financial Advisor, you will be associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial. The Investment Program at American Heritage Credit Union supports the local community, and you will be joining a team dedicated to helping members in every stage of their financial life. This position offers the ability to service an existing book of business, build a strong client base through the credit union’s referral system, and find new clients within the credit union’s member base. You will have the opportunity to create client solutions without proprietary products and grow your business with LPL’s tools, technology, and support. You will also benefit from LPL’s experience in helping financial institutions grow their investment programs and capitalize on the credit union’s reputation and community standing. As an advisor associated with LPL Financial, you will benefit from their commitment to support you so you can support your clients, with 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.