Financial Advisor - Adventure Credit Union
About The Position
Adventure Credit Union in Grand Rapids, MI, in partnership with LPL Financial, is seeking a Financial Advisor to join their Investment Program. This role involves supporting the local community with a comprehensive range of financial services, helping clients at every stage of their financial lives. The position offers the chance to grow your career and business by assisting individuals and families who rely on Adventure Credit Union for financial solutions. You will have the opportunity to service an existing client base, build a strong new client base through the bank's referral system, and leverage several branch territories with significant deposit bases. The role also provides the freedom to create client solutions without proprietary products and to grow your business with LPL's support, tools, and technology. As an advisor associated with LPL Financial, you will benefit from their commitment to client care, access to proprietary technology, an open architecture platform with a wide array of investment products, and firm-wide resources and expertise.
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 bank’s exceptional referral system.
- Support clients in several branch territories with significant deposit bases.
- Find new clients via the bank’s client base.
- Create client solutions without proprietary products.
- Grow your business with LPL’s combination of tools, technology, and support.
- Capitalize on the bank’s reputation and community standing.
Benefits
- Access to LPL’s 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 your client’s 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
