Financial Advisor - Michigan State University Federal Credit Union
About The Position
This position is with TruStage, located at MICHIGAN STATE UNIVERSITY FEDERAL CREDIT UNION in Lansing, MI. The Financial Advisor will be associated with LPL Financial and will be responsible for offering a complete menu of financial services to credit union clients. The role involves servicing an existing book of business, building a client base through the credit union's referral system, and finding new clients within the credit union's member base. Advisors will create client solutions without proprietary products and will have access to LPL's tools, technology, and support. The position offers the opportunity to capitalize on 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 an existing 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.
- Help members in every stage of their financial life.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
