Financial Advisor

Adventure Credit Union; Lansing (MI); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Adventure Credit Union, with a long history in West Michigan, is seeking a Financial Advisor affiliated with LPL Financial Partners to join their team in Grand Rapids, MI. You will work within the Investment Program to serve clients, build a strong book of business, and provide financial solutions through an open-architecture platform.

The role emphasizes growth, collaboration with a bank client base, and access to extensive tools and support from LPL.

Qualifications

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

Job description

Description

Adventure Credit Union has been providing financial services to our members for over 90 years and are continuing to grow to meet our members' changing needs. We strive to recruit and retain ambitious and talented individuals by continuous development, support, and appreciation. Adventure is currently looking for a Financial Advisor, associated with LPL Financial Partners, to join our team!

About Adventure

Adventure Credit Union is a member-owned financial cooperative serving more than 40,000 members throughout West Michigan.

Our Mission:

To connect our communities to the outdoors, from backyard to backcountry.

Our Vision:

To be the premier outdoor financial cooperative.

Everything we do is guided by our Core Behaviors:

• Grow with Purpose


• Explore Yes


• Work Toward a Better Tomorrow


• Steady Hands. Strong Heart.


• Earn the View

We're building something bigger than a financial institution-we're creating a workplace where people grow, leaders thrive, and communities' flourish.

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Adventure Credit Union in Grand Rapids, MI would allow you to join the Investment Program at Adventure Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at Adventure Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients 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 Adventure Credit Union for financial solutions. This position will offer:

• The ability to service an existing book of business upon hire


• The ability to build a strong client base with the Bank's exceptional referral system


• Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals


• The opportunity to find new clients via the bank's client base


• The opportunity to create client solutions without proprietary products


• The ability to grow your business with LPL's combination of tools, technology, and support


• The benefit of LPL's experience helping financial institutions grow and maximize their investment programs


• The opportunity to capitalize on the bank's reputation and community standing

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.

Requirements

• Series 7 and 66 (63/65) required


• Insurance license required


• Three or more years of investment sales experience