Financial Advisor - Southeast Financial Credit Union
About The Position
This position is for a Financial Advisor at Southeast Financial Credit Union in Nashville, TN, working for TruStage and associated with LPL Financial. The role involves supporting the local community by helping credit union members with their financial needs. The advisor will have the opportunity to grow their career and business by servicing an existing book of business, building a client base through the credit union's referral system, and finding new clients within the credit union's member base. The position offers the freedom to create client solutions without proprietary products and leverages LPL's tools, technology, and support for business growth. Advisors benefit from LPL's experience in helping financial institutions maximize their investment programs and can capitalize on the credit union's reputation.
Requirements
- Series 7 and 66 (63/65) required.
- Insurance license required.
- Three or more years of investment sales experience.
Responsibilities
- Service a 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.
- Grow your business with LPL’s combination of tools, technology, and support.
- Take care of clients.
Benefits
- Access to LPL’s 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.
- Employee benefits package.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
