Financial Advisor - Educational Systems Federal Credit Union

LPL Financial • Greenbelt, MD

1d • $50,000 - $80,000 • Hybrid

About The Position

This employment opportunity at TruStage, located at Educational Systems Federal Credit Union in Greenbelt, MD, allows you to join Educational Systems 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 Educational Systems Federal Credit Union supports the local community, and you will be joining a team 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 Educational Systems Federal Credit Union for financial solutions. This position will offer the ability to service a book of business upon hire, build a strong client base with the credit union’s exceptional referral system, and work within several branch territories with a significant deposit base. You will have the opportunity to find new clients via the credit union’s member base, create client solutions without proprietary products, and grow your business with LPL’s combination of tools, technology, and support. You will also benefit from LPL’s experience helping financial institutions grow and maximize their investment programs, and have the opportunity to capitalize on the credit union’s reputation and community standing. As an advisor associated with LPL Financial, you benefit from their commitment to take care of you so you can take care of your clients. Your partnership includes 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, and resources and expertise across the firm to help you create client solutions. You will have the freedom to create solutions specific to your client’s goals.

Requirements

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience

Nice To Haves

• Having the credibility, trusted brand, and established presence of a local institution appeal to you

Responsibilities

• Service a 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
• Take care of your clients

Benefits

• 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
• Employee benefits package

What This Job Offers

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