Associate Financial Advisor - Growth & Client Impact

Lpl Financial Holdings; Seattle (WA); On-site; USD 40,000 - 70,000; Full time

Job summary

Kohler Credit Union in Kohler, WI, and TruStage offer an Associate Financial Advisor role connected to LPL Financial. This position works with a top advisor to serve members with financial solutions, using LPL's technology and a broad array of investment products.

Licensing requirements in focus include Series 7 and 66, with an insurance license recommended. Compensation includes a base pay range and potential sales incentives; adherence to regulatory requirements applies as the employment is

Qualifications

• Series 7 and 66 are required; licensing support and educational credentials are part of the role.
• Insurance license is recommended but not required.

Responsibilities

• Partner with a top advisor to manage a portion of their book of business.
• Build a strong client base through the credit union's referral system.
• Identify and attract new clients from the credit union's member base.
• Create client solutions using an open-architecture platform without proprietary products.

Skills

Licensing: Series 7 & 66

Client relationship skills

Tools

Open architecture platform

Access to investment products

LPL technology suite

Job description

Kohler Credit Union in Kohler, WI, and TruStage offer an Associate Financial Advisor role connected to LPL Financial. This position works with a top advisor to serve members with financial solutions, using LPL's technology and a broad array of investment products.

Licensing requirements in focus include Series 7 and 66, with an insurance license recommended. Compensation includes a base pay range and potential sales incentives; adherence to regulatory requirements applies as the employment is