Financial Advisor at MAX Credit Union - Montgomery, AL
About The Position
This employment opportunity at MAX Credit Union in Montgomery, AL, allows you to join the Investment Program as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial but are employed by MAX Credit Union. The Investment Program at MAX Credit Union supports the local community by offering a complete menu of financial services. You will be part of a team dedicated to assisting members at every stage of their financial life. This position offers the chance to grow your career and business by helping individuals and families seeking financial solutions from MAX Credit Union. Key aspects of the role include the ability to service an existing book of business upon hire, build a strong client base through the credit union's referral system, utilize several branch territories with significant deposit bases, find new clients from the credit union's member base, and create client solutions without proprietary products. You will also benefit from LPL's tools, technology, and support, as well as their experience in helping financial institutions grow investment programs, and capitalize on the credit union's reputation. As an advisor associated with LPL Financial, you will have access to proprietary technology, a suite of customized services, an open architecture platform with thousands of investment products, and firm-wide resources and expertise to create client-specific solutions.
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
- Support current members in branch territories with their financial goals
- 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
- Help the people and families that look to MAX Credit Union for financial solutions
- Create client solutions specific to your client’s goals
Benefits
- Employee benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
