Financial Advisor

Adventure Credit Union • Lansing, MI

31d • Onsite

About The Position

Adventure Credit Union, a member-owned financial cooperative serving over 40,000 members in West Michigan, is seeking a Financial Advisor associated with LPL Financial Partners to join their growing team. This role is part of the Investment Program at Adventure Credit Union, which offers a comprehensive range of financial services to the local community. The Financial Advisor will support clients through all stages of their financial lives, helping them achieve their financial goals. This position offers the opportunity to service an existing book of business, build a strong client base through the bank's referral system, and find new clients within the bank's extensive client base. Advisors will have the freedom to create client-specific solutions using an open architecture platform with access to thousands of investment products from various third-party sponsors, without proprietary product limitations. The role benefits from LPL's technology, tools, and support, as well as the bank's reputation and community standing. As an advisor associated with LPL Financial, you will have access to proprietary technology, a suite of customized services, and firm-wide resources and expertise.

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 Bank’s exceptional referral system.
• Support clients in every stage of their financial life.
• Create client solutions without proprietary products.
• Grow your business with LPL’s combination of tools, technology, and support.
• Capitalize on the bank’s reputation and community standing.
• Take care of your clients.

Benefits

• Continuous development
• Support
• Appreciation
• Access to 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
• The freedom to create solutions specific to your client’s goals

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed