Financial Advisor
About The Position
This position is for a Financial Advisor at KeyPoint Credit Union, partnering with TruStage and associated with LPL Financial. The role involves supporting credit union clients with a complete menu of financial services, helping members in various stages of their financial life. The advisor will have the opportunity to service an existing book of business, build a strong client base through the credit union's referral system, and find new clients within the credit union's member base. The position offers the freedom to create client solutions without proprietary products and leverage LPL's tools, technology, and support for business growth. Advisors benefit from LPL's commitment to support, proprietary technology, an open architecture platform with access to numerous investment products, and firm-wide resources.
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.
- Take care of clients by leveraging LPL's resources and technology.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
