Financial Advisor - Workers Credit Union
About The Position
Workers Credit Union is hiring a Financial Advisor to join its Investment Program in Lunenberg, Massachusetts. The advisor will help credit union clients and community members with financial solutions throughout every stage of their financial lives. The role offers an existing book of business, several branch territories with significant deposit bases, access to the credit union’s referral system and client base, and the opportunity to develop new client relationships. Advisors can create client solutions without proprietary products and grow their business using LPL Financial’s tools, technology, support, and experience helping financial institutions develop investment programs. The position is employment with Workers Credit Union, not LPL Financial. The advisor is associated with LPL Financial, which holds the advisor’s securities and insurance licenses in accordance with regulatory requirements. The partnership includes access to proprietary technology, customized services, an open-architecture platform with thousands of investment products from third-party sponsors, and firmwide resources and expertise to help develop solutions tailored to clients’ goals. The stated pay range is $70,000–$150,000, dependent on factors including skill, experience, and work location. The position is also eligible for sales incentive compensation.
Requirements
- Series 7 and Series 66, or Series 63 and 65, required.
- Insurance license required.
- Three or more years of investment sales experience required.
Responsibilities
- Service an existing book of business.
- Build a client base using the credit union’s referral system and client base.
- Support clients’ financial goals and provide financial solutions throughout their financial lives.
- Develop client solutions tailored to client goals without being limited to proprietary products.
- Grow the investment advisory business across credit union branch territories.
Benefits
- Access to LPL Financial’s proprietary technology and customized services.
- Access to an open-architecture platform with thousands of investment products from third-party sponsors.
- Firmwide resources and expertise to help create client solutions.
- Opportunity to service an existing book of business.
- Access to the credit union’s referral system, client base, and branch territories.
- Eligible to earn sales incentive compensation.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
