Financial Advisor - Michigan State University Federal Credit Union
About The Position
TruStage is hiring a Financial Advisor to work at Michigan State University Federal Credit Union in Grand Rapids, Michigan. The advisor will serve credit union members through an investment program focused on supporting the local community and people at every stage of their financial lives. Employment is with TruStage, not LPL Financial; LPL Financial holds the advisor’s securities and insurance licenses in accordance with regulatory requirements. The role offers the opportunity to service an existing book of business, develop clients through the credit union’s referral system and member base, and work across branch territories with significant deposit bases. The advisor can develop client solutions without proprietary products and grow their business using LPL’s tools, technology, resources, and support. The position offers a salary range of $50,000–$75,000 and eligibility for sales incentive compensation.
Requirements
- Series 7 and Series 66 (or Series 63 and 65) licenses required.
- Insurance license required.
- Three or more years of investment sales experience.
Responsibilities
- Service an existing book of business.
- Build a client base through the credit union’s referral system and member base.
- Support members’ financial goals by creating client solutions tailored to their needs.
- Grow the advisory business using LPL’s tools, technology, resources, and support.
Benefits
- Access to proprietary technology and customized services.
- Access to an open-architecture platform with thousands of investment products from third-party sponsors.
- Resources and expertise across the firm to help create client solutions.
- Freedom to create solutions specific to clients’ goals.
- Existing book of business available upon hire.
- Credit union referral system and member base for developing clients.
- Sales incentive compensation eligibility.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
