Financial Advisor - Interra Credit Union

LPL Financial • Goshen, IN

2h • $50,000 - $100,000 • Onsite

About The Position

TruStage is hiring a Financial Advisor to work at INTERRA CREDIT UNION in Goshen, Indiana, associated with LPL Financial. The advisor will support credit union members at every stage of their financial lives, serve an existing book of business, and develop new client relationships through the credit union’s referral system, member base, and branch territories. The role offers the opportunity to build a business and develop client-specific financial solutions without proprietary products.

The advisor’s partnership with LPL Financial includes access to proprietary technology, customized services, an open-architecture platform with thousands of investment products from third-party sponsors, and firmwide resources and expertise. Employment is with TruStage, not LPL Financial; LPL Financial holds the advisor’s securities and insurance licenses in accordance with regulatory requirements. The position offers a pay range of $50,000–$100,000 and is eligible for sales incentive compensation. The salary range depends on factors including skills, experience, and work location.

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

• Serve an existing book of business.
• Build a client base through the credit union’s referral system and member base.
• Support credit union members with their financial goals.
• Create client solutions tailored to individual client goals.
• Develop the advisor’s business using the credit union’s branch territories, reputation, and community standing, as well as LPL’s tools, technology, 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.
• Access to firmwide resources and expertise to help create client solutions.
• Sales incentive compensation eligibility.
• Opportunity to service an existing book of business and develop clients through the credit union’s referral system and member base.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed