Financial Advisor - American Heritage Credit Union
About The Position
This position is for a Financial Advisor at American Heritage Credit Union, working for TruStage and associated with LPL Financial. The role involves supporting the local community by helping credit union members with their financial needs. The advisor will service an existing book of business, build a client base through the credit union's referral system, and find new clients within the credit union's member base. The position offers the ability to create client solutions without proprietary products and leverage LPL's tools, technology, and support for business growth. Advisors benefit from LPL's commitment to client care, access to proprietary technology, an open architecture platform with diverse investment products, and firm-wide resources.
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 business with LPL’s combination of tools, technology, and support.
- Take care of clients by leveraging LPL's resources and technology.
Benefits
- Access to proprietary technology and a suite of customized services
- Open architecture platform with access to thousands of investment products from leading third-party product sponsors
- Resources and expertise across the firm to help create client solutions
- Freedom to create solutions specific to client goals
- Sales incentive compensation
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
