Financial Advisor - American Heritage Credit Union
About The Position
This position is for a Financial Advisor at American Heritage Credit Union, working for TruStage and associated with LPL Financial. The role involves supporting the local community by helping credit union members with their financial needs. The position offers the opportunity to service an existing book of business, build a client base through the credit union's referral system, and find new clients within the member base. Advisors have the freedom to create client solutions without proprietary products and can leverage LPL's tools, technology, and support to grow their business. The role also benefits from 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.
- 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
- Employee benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
