Financial Advisor at MAX Credit Union - Montgomery, AL

LPL Financial•Montgomery, AL

1d•Onsite

About The Position

This employment opportunity at MAX Credit Union in Montgomery, AL, in partnership with LPL Financial, allows you to join the Investment Program at MAX Credit Union as a Financial Advisor. Financial Advisors in this model are not employees of LPL Financial, but rather of MAX Credit Union. The Investment Program at MAX Credit Union is dedicated to supporting the local community by offering a complete menu of financial services. In this role, you will be part of a team focused on helping members at every stage of their financial life. This position offers the chance to grow your career and business by providing financial solutions to individuals and families who rely on MAX Credit Union. You will have the ability to service an existing book of business upon hire and build a strong client base through the credit union’s exceptional referral system. The role includes working within several branch territories that have significant deposit bases, providing opportunities to support current members' financial goals and find new clients from the credit union’s member base. You will be able to create client solutions without proprietary products and grow your business utilizing LPL’s tools, technology, and support. The position also benefits from LPL’s experience in helping financial institutions maximize their investment programs and allows you to capitalize on the credit union’s strong reputation and community standing. As an advisor associated with LPL Financial, you will gain access to proprietary technology, customized services, and an open architecture platform offering thousands of investment products from leading third-party sponsors. You will also have resources and expertise across the firm to help create tailored client solutions, with the freedom to design solutions specific to your clients' goals. LPL Financial, the nation’s largest independent broker-dealer, emphasizes that financial guidance is a fundamental need for everyone, providing a platform for financial professionals to build personal, long-term client relationships.

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
Support the financial goals of current members in several branch territories with significant deposit bases
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
Create personal, long-term client relationships that turn financial aspirations into realities

Benefits

The ability to service an existing book of business upon hire
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 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 create client solutions
The freedom to create solutions specific to your client’s goals
Eligibility to earn sales incentive compensation