Financial Advisor - Workers Credit Union

LPL Financial • Lunenburg, MA

13d • $70,000 - $150,000

About The Position

Workers Credit Union is hiring a Financial Advisor to join its Investment Program in Lunenberg, Massachusetts. The advisor will help individuals and families with financial solutions throughout every stage of their financial lives. The role offers an existing book of business, opportunities to develop clients through the credit union’s referral system and client base, and access to several branch territories with a significant deposit base. The advisor can create client solutions without proprietary products and grow their business using LPL Financial’s tools, technology, and support.

The position is employed by Workers Credit Union, not LPL Financial. The advisor will be associated with LPL Financial, which will hold the advisor’s securities and insurance licenses in accordance with regulatory requirements. LPL offers access to proprietary technology, customized services, an open-architecture platform with thousands of third-party investment products, and firm-wide resources and expertise. The position pays $70,000–$150,000, depending on factors including the applicant’s skills, experience, and work location, and is also eligible for sales incentive compensation.

Requirements

• Series 7 and Series 66 (or Series 63/65) licenses required.
• Insurance license required.
• Three or more years of investment sales experience.

Responsibilities

• Serve clients of Workers Credit Union with financial solutions throughout different stages of their financial lives.
• Service an existing book of business.
• Build a client base using the credit union’s referral system and client base.
• Support current clients across several branch territories with their financial goals.
• Develop client solutions tailored to clients’ goals, without proprietary products.
• Grow the advisor’s business using LPL Financial’s tools, technology, and support.

Benefits

• Access to proprietary technology and customized services.
• Access to an open-architecture platform with thousands of investment products from third-party product sponsors.
• Access to firm-wide resources and expertise to help create client solutions.
• Sales incentive compensation eligibility.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed