Financial Advisor - Palmetto Citizens FCU - Columbia, SC
About The Position
This employment opportunity at TruStage, located at Palmetto Citizens FCU in Columbia, SC, would allow you to join Palmetto Citizens FCU 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 Palmetto Citizens FCU 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 exciting position will allow you to grow your career and business, helping the people and families that look to Palmetto Citizens FCU 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, capitalize on several branch territories with a significant deposit base, 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, 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.
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.
Benefits
- Employee benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
