Financial Advisor - TruStage Wealth Management
About The Position
Financial Advisor - TruStage Wealth Management. Your career path should lead to real opportunity. LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at TruStage Wealth Management in Remote, USA would allow you to join TruStage Wealth Management 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 TruStage Wealth Management 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 TruStage Wealth Management for financial solutions.
Requirements
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
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
- Capitalize on the credit union’s reputation and community standing
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
