Financial Advisor - TruStage Wealth Management
About The Position
TruStage Wealth Management is partnering with LPL Financial to offer a comprehensive suite of financial services to credit union clients. This role is with TruStage Wealth Management, located remotely in the USA, and you will be associated with LPL Financial. As a Financial Advisor, you will join a team dedicated to assisting members throughout their financial lives. This position offers the chance to grow your career and business by helping individuals and families who rely on TruStage Wealth Management for financial solutions. You will have the ability to service an existing book of business upon hire, build a strong client base through the credit union's referral system, and leverage significant deposit bases in various branch territories. The role also provides opportunities to find new clients within the credit union's member base, create client solutions without proprietary products, and grow your business with LPL's support, technology, and tools. You will benefit from LPL's experience in helping financial institutions maximize their investment programs and capitalize on the credit union's reputation and community standing. As an advisor associated with LPL Financial, you will receive support to focus on your clients, access proprietary technology and customized services, utilize an open architecture platform with a wide range of investment products, and leverage firm resources and expertise. You will have the freedom to create client-specific solutions.
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 your clients
Benefits
- Employee benefits package
- Sales incentive compensation
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
