Financial Advisor - All In CU - Dothan, AL

LPL Financial•Dothan, AL

1d•Onsite

About The Position

LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage, located at All In CU in Dothan, AL, allows you to join All In CU 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 All In CU supports the local community, and you will be joining a team 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 All In CU for financial solutions. As an advisor associated with LPL Financial, you benefit from their commitment to take care of you so you can take care of your clients. LPL Financial is the nation’s largest independent broker-dealer, widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. Their core belief is that financial guidance is a fundamental need for everyone, and they create the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities.

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
Grow your business with LPL’s combination of tools, technology, and support
Capitalize on the credit union’s reputation and community standing
Create personal, long-term client relationships that turn financial aspirations into realities

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 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