Financial Advisor - Embers Credit Union
About The Position
This position is for a Financial Advisor at Embers Credit Union, 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 build a client base through the credit union's referral system, serve existing members, and find new clients within the credit union's member base. The position offers the ability to create client solutions without proprietary products and grow a business with LPL's tools, technology, and support. Advisors benefit from LPL's commitment to support them in taking care of their clients, with access to proprietary technology, customized services, an open architecture platform, and firm-wide resources.
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
- Support members in every stage of their financial life
- 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 clients by leveraging LPL's support, technology, and resources
Benefits
- Sales incentive compensation
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
