Financial Advisor - Kohler Credit Union
About The Position
This employment opportunity at TruStage, located at KOHLER CREDIT UNION in Saukville, WI, allows you to join KOHLER 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 KOHLER 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 will allow you to grow your career and business, helping the people and families that look to KOHLER CREDIT UNION for financial solutions. This position will offer the ability to service an existing book of business upon hire, build a strong client base with the credit union’s exceptional referral system, and capitalize on several branch territories with a significant deposit base. You will have the opportunity to find new clients via the credit union’s member base, create client solutions without proprietary products, and grow your business with LPL’s combination of tools, technology, and support. You will also benefit from LPL’s experience helping financial institutions grow and maximize their investment programs and capitalize on the credit union’s reputation and community standing. 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 and a suite of customized services, an open architecture platform with access to thousands of investment products from leading third-party product sponsors, 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
- Create solutions specific to your client’s goals
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 you create client solutions
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
