Financial Advisor - Safe FCU

LPL Financial•Sumter, SC

1d•Onsite

About The Position

This employment opportunity at TruStage, located at Safe FCU in Sumter, SC, allows you to join Safe FCU as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Safe FCU supports the local community, and you will be part of a team dedicated to helping members at every stage of their financial life. This position offers the chance to grow your career and business by assisting individuals and families who rely on Safe FCU for financial solutions. As an advisor associated with LPL Financial, you benefit from their commitment to support you, enabling you to effectively serve your clients. This partnership includes access to proprietary technology, a suite of customized services, an open architecture platform with thousands of investment products from leading third-party sponsors, and firm-wide resources and expertise to help you create client solutions. You will have the freedom to develop solutions tailored to your clients' specific goals.

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
Take care of your clients
Create client solutions

Benefits

The ability to service an existing book of business upon hire
The ability to build a strong client base with the credit union’s exceptional referral system
Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
The opportunity to find new clients via the credit union’s member base
The opportunity to create client solutions without proprietary products
The ability to grow your business with LPL’s combination of tools, technology, and support
The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
The opportunity to capitalize on the credit union’s reputation and community standing
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
The freedom to create solutions specific to your client’s goals
Sales incentive compensation