Financial Advisor - Interra Credit Union

LPL Financial • Goshen, IN

2d • $50,000 - $100,000

About The Position

TruStage is hiring a Financial Advisor to work at INTERRA CREDIT UNION in Goshen, Indiana, in association with LPL Financial. The advisor will support credit union members throughout their financial lives and grow a financial advisory business using the credit union’s existing book of business, member referral system, branch territories, and community presence. The position offers opportunities to serve current clients and find new clients among the credit union’s members, while developing client solutions without proprietary products.

The advisor will have access to LPL’s technology, customized services, open-architecture investment platform, resources, and expertise. Employment is with TruStage; LPL Financial would hold the advisor’s securities and insurance licenses in accordance with regulatory requirements. The position has a stated pay range of $50,000–$100,000 and is also eligible for sales incentive compensation.

Requirements

• Series 7 and Series 66 (or Series 63 and 65) licenses are required.
• Insurance license is required.
• At least three years of investment sales experience.

Responsibilities

• Support INTERRA CREDIT UNION members in pursuing their financial goals.
• Service an existing book of business.
• Build a client base through the credit union’s referral system and member base.
• Develop client solutions tailored to clients’ goals using available investment products and resources.
• Grow an advisory business across the credit union’s branch territories.

What This Job Offers

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