Credit Union Financial Advisor – Growth & Open Architecture

LPL Financial; Duluth (MN); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Sales incentive compensation

Job summary

LPL Financial, in partnership with TruStage, seeks a Financial Advisor for Minnesota Power Educational Credit Union & Northern Communities Credit Union in Saukville, WI. This position focuses on servicing an existing book of business and building a client base through the credit union’s referral network.

You will operate within an open-architecture platform, gaining access to thousands of investment products and robust resources from LPL to grow your advisory practice.

Qualifications

• Requires Series 7 and 66 (63/65) licensing.
• Insurance license required.
• Three or more years of investment sales experience.

Responsibilities

• Service an existing book of business on hire.
• Grow client base through credit union referrals.
• Provide client solutions using a broad range of investment products.
• Leverage LPL's tools, technology and support to expand practice.

Skills

Investment sales

Client base development

Financial advisory

Tools

Open architecture platform

Job description

LPL Financial, in partnership with TruStage, seeks a Financial Advisor for Minnesota Power Educational Credit Union & Northern Communities Credit Union in Saukville, WI. This position focuses on servicing an existing book of business and building a client base through the credit union’s referral network.

You will operate within an open-architecture platform, gaining access to thousands of investment products and robust resources from LPL to grow your advisory practice.