Financial Advisor – Global Credit Union

LPL Financial•Scottsdale, AZ

2d•Onsite

About The Position

This employment opportunity at TruStage, located at Global Credit Union in Scottsdale, AZ, allows you to join Global 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 Global 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 exciting position will allow you to grow your career and business, helping the people and families that look to Global Credit Union for financial solutions.

Requirements

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

Responsibilities

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.
Take care of your clients.

Benefits

The ability to build a strong client base with the credit union’s exceptional referral system
Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
The opportunity to find new clients via the credit union’s member base
The opportunity to create client solutions without proprietary products
The ability to grow your business with LPL’s combination of tools, technology, and support
The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
The opportunity to capitalize on the credit union’s reputation and community standing
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