Financial Advisor - Dover Federal Credit Union

LPL Financial • Dover, DE

1d • Onsite

About The Position

This position is for a Financial Advisor at Dover Federal Credit Union, partnering with TruStage and associated with LPL Financial. The role involves supporting the local community by helping credit union members with their financial needs. The advisor will have the opportunity to service an existing book of business, build a strong client base through the credit union's referral system, and find new clients within the credit union's member base. The position offers the flexibility to create client solutions without proprietary products and leverage LPL's tools, technology, and support for business growth. The advisor will benefit from the credit union's reputation and community standing, as well as LPL's commitment to supporting advisors.

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 LPL's proprietary technology and a suite of customized services
• Open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help create client solutions
• 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