Financial Advisor - All In CU - Dothan, AL

LPL Financial•Dothan, AL

1d•Onsite

About The Position

This employment opportunity is for a Financial Advisor at All In CU in Dothan, AL, working for TruStage and associated with LPL Financial. The role involves joining All In CU as a Financial Advisor, dedicated to helping members at every stage of their financial life. This position offers the chance to grow your career and business by helping individuals and families seeking financial solutions. Key aspects include servicing an existing book of business, building a strong client base through the credit union's referral system, leveraging branch territories with significant deposit bases, and finding new clients from the credit union's member base. Advisors will create client solutions using an open architecture platform without proprietary products, supported by LPL's tools, technology, and expertise. The role benefits from LPL's experience in maximizing investment programs and the credit union's strong community standing and reputation. As an advisor associated with LPL Financial, you will have access to proprietary technology, customized services, and resources to help create client-specific solutions.

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
Support current members in their financial goals within several branch territories
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
Create solutions specific to your client’s goals

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
Institutional credibility
Existing client base
Established infrastructure
Access to LPL tech, tools, research, and analysis
Collaborative environment
Employee benefits package