Financial Advisor - All In CU - Dothan, AL

LPL Financial•Dothan, AL

1d•Onsite

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 All In CU in Dothan, AL would allow you to join All In CU 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 All In CU 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 All In CU 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, and resources and expertise across the firm to help you create client solutions. You will also have 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
Build a strong client base with the credit union’s exceptional referral system
Support the financial goals of current members in branch territories with significant deposit base
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
Utilize proprietary technology and a suite of customized services
Access and leverage an open architecture platform with thousands of investment products
Leverage resources and expertise across the firm to help create client solutions
Create solutions specific to your client’s goals

Benefits

Ability to service an existing book of business upon hire
Ability to build a strong client base with the credit union’s exceptional referral system
Access to several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
Opportunity to find new clients via the credit union’s member base
Opportunity to create client solutions without proprietary products
Ability to grow your business with LPL’s combination of tools, technology, and support
Benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
Opportunity to capitalize on the credit union’s reputation and community standing
Access to proprietary technology and a suite of customized services
Access to an open architecture platform with access to thousands of investment products from leading third-party product sponsors
Access to resources and expertise across the firm to help you create client solutions
Freedom to create solutions specific to your client’s goals
Eligibility to earn sales incentive compensation