Financial Advisor - St. Mary's Bank
About The Position
LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at ST. MARY’S BANK in Manchester, NH would allow you to join St. Mary’s Bank as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at ST. MARY’S BANK supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to ST. MARY’S BANK for financial solutions. As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes access to our 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, and the freedom to create solutions specific to your client’s goals. Whatever your vision of success, we’re with you every step of the way.
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
- 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
Benefits
- Access to proprietary technology and a suite of customized services
- 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
- Freedom to create solutions specific to your client’s goals
- Sales incentive compensation
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
