Financial Advisor - Southeast Financial Credit Union

LPL Financial • Nashville, TN

1d • Onsite

About The Position

This position is for a Financial Advisor at Southeast Financial Credit Union, located in Nashville, TN. The role is with TruStage, in partnership with LPL Financial, and focuses on providing a complete menu of financial services to credit union clients. The Financial Advisor will support the local community by helping members at every stage of their financial life. This role offers the opportunity to grow your career and business by servicing an existing book of business, building a strong client base through the credit union's referral system, and finding new clients within the credit union's member base. Advisors will have the freedom to create client solutions without proprietary products and benefit from LPL's tools, technology, and support, as well as the credit union's reputation and community standing.

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.
• Support members in every stage of their financial life.
• 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 LPL's 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

What This Job Offers

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