Financial Advisor - American Heritage Credit Union

LPL Financial • Horsham, PA

5d • Onsite

About The Position

Financial Advisor - American Heritage Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at American Heritage Credit Union in Horsham, PA would allow you to join American Heritage Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at American Heritage Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to American Heritage Credit Union for financial solutions.

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
• 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 our 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