Financial Advisor – Silver State Credit Union

LPL Financial•Las Vegas, NV

1d•Onsite

About The Position

This employment opportunity at TruStage, located at Silver State Credit Union in Las Vegas, NV, allows you to join Silver State Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Financial Advisors under this model are employees of TruStage, not LPL Financial. The Investment Program at Silver State Credit Union supports the local community, and you will be part of a team dedicated to helping members at every stage of their financial life. This position offers the chance to grow your career and business by providing financial solutions to Silver State Credit Union members and their families. As an advisor associated with LPL Financial, you will benefit from their commitment to support you in serving your clients, including access to proprietary technology, customized services, an open architecture platform with a wide range of investment products, and firm-wide resources and expertise to create client-specific solutions. LPL Financial is recognized for its strong research and technology capabilities, providing a strategic advantage. The role offers the credibility, trusted brand, and established presence of a local institution, with existing client bases and established infrastructure.

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
Help members in every stage of their financial life
Grow your career and business

Benefits

The ability to service an existing book of business upon hire
The ability to build a strong client base with the credit union’s exceptional referral system
Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
The opportunity to find new clients via the credit union’s member base
The opportunity to create client solutions without proprietary products
The ability to grow your business with LPL’s combination of tools, technology, and support
The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
The opportunity to capitalize on the credit union’s reputation and community standing
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
Institutional credibility
Existing client base
Established infrastructure
Access to LPL tech, tools, research, and analysis
Collaborative environment
Employee benefits package