Financial Advisor - Safe FCU

LPL Financial•Sumter, SC

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 Safe FCU in Sumter, SC would allow you to join Safe FCU 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 Safe FCU supports the local community and you will be joining a team that is 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 Safe FCU for financial solutions. As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: 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. Whatever your vision of success, we’re with you every step of the way. LPL Financial is the nation’s largest independent broker-dealer. Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact.

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 the financial goals of current members
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