Financial Advisor - Sun Federal Credit Union
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 SUN FEDERAL CREDIT UNION in Toledo, OH would allow you to join SUN FEDERAL CREDIT UNION 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 SUN FEDERAL CREDIT UNION 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 SUN FEDERAL CREDIT UNION for financial solutions.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
