Financial Advisor - Metro Credit Union
About The Position
TruStage is hiring a Financial Advisor to serve members at METRO CREDIT UNION in Melrose, Massachusetts. The advisor will work for TruStage and be associated with LPL Financial; the advisor is not an employee of LPL Financial. The credit union’s Investment Program supports the local community and helps members at every stage of their financial lives. The role offers the opportunity to service an existing book of business, build a client base through the credit union’s referral system and member base, and serve several branch territories with significant deposit bases. The advisor can develop client solutions without proprietary products and grow their business using LPL’s tools, technology, support, experience, and access to investment products and services. Employment is with TruStage, while LPL Financial holds the advisor’s securities and insurance licenses in accordance with regulatory requirements. The advertised pay range is $50,000–$75,000, with eligibility for sales incentive compensation. The salary range depends on factors including the applicant’s skills, experience, and work location.
Requirements
- Series 7 and Series 66 (or Series 63 and Series 65) licenses are required.
- An insurance license is required.
- Three or more years of investment sales experience are required.
Responsibilities
- Service an existing book of business.
- Build a client base through the credit union’s referral system and member base.
- Support credit union members in pursuing their financial goals.
- Create client solutions tailored to clients’ goals without proprietary products.
- Grow the financial advisory business across several branch territories.
Benefits
- Opportunity to service an existing book of business upon hire.
- Access to the credit union’s referral system and member base for building a client base.
- Ability to create client solutions without proprietary products.
- Access to LPL Financial’s tools, technology, and support.
- Access to a proprietary technology platform and customized services.
- Access to an open-architecture platform with thousands of investment products from third-party sponsors.
- Resources and expertise to help create client solutions.
- Eligible to earn sales incentive compensation.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
