Financial Advisor

Jobtailor; Ann Arbor (MI); On-site; USD 70,000 - 110,000; Full time

Job summary

Michigan Educational Credit Union seeks a Financial Advisor associated with LPL Financial to service an existing book of business and grow the advisory practice. You will leverage the credit union’s referral network and member base to deliver tailored financial solutions for members and their families, without proprietary products.

Utilize LPL tools and technology to expand the advisory business, collaborating across LPL Financial resources and the credit union’s community footprint.

Qualifications

• Three or more years of investment sales experience.
• Series 7 and 66 required; Insurance license required.
• Employment with Michigan Educational Credit Union; LPL Financial licenses held per regulatory requirements.

Responsibilities

• Service an existing book of business on hire.
• Build a client base through the credit union’s referral system and member base.
• Support credit union members with financial solutions throughout their financial lives.
• Create client solutions tailored to client goals without proprietary products.
• Grow advisory business using LPL’s tools, technology, and support.
• Collaborate with resources across LPL Financial.

Skills

Investment sales

Client relationship management

Regulatory compliance

Sales strategy

Collaboration

Communication

Customer service

Tools

LPL Financial Tools

Financial Planning Software

Job description

• Join the Investment Program at Michigan Educational Credit Union as a Financial Advisor associated with LPL Financial
• Service an existing book of business upon hire
• Build a client base through the credit union’s referral system and member base
• Support credit union members and families with financial solutions throughout their financial lives
• Create client solutions without proprietary products and specific to clients’ goals
• Grow the advisory business using LPL’s tools, technology, and support
• Leverage the credit union’s branch territories, deposit base, reputation, and community standing
• Collaborate with resources and expertise across LPL Financial

Requirements

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience
• Employment is with Michigan Educational Credit Union; LPL Financial would hold the securities/insurance licenses in accordance with regulatory requirements

Core Competencies

Demonstrates expertise in providing tailored financial solutions and investment advice, leveraging tools and resources from LPL Financial while maintaining compliance with regulatory requirements. Proven ability to build and grow a client base through effective collaboration and community engagement.

Highest-signal resume keywords

• Series 7 License
• Series 66 License
• Insurance License
• Investment Sales Experience
• Client Relationship Management

Hard Skills

• Financial Advisory
• Investment Solutions
• Client Solutions Development
• Regulatory Compliance
• Sales Strategy

Soft Skills

• Collaboration
• Communication
• Customer Service

Certifications & Qualifications

• Series 7
• Series 66
• Insurance License

Industry Keywords

• Investment Program
• Credit Union
• Financial Services
• Client Base Development

Tools & Technologies

• LPL Financial Tools
• Financial Planning Software