Financial Advisor - 3 Rivers Federal Credit Union

LPL Financial; Fort Wayne (IN); Sur place; USD 75 000 - 200 000; Plein temps

Résumé du poste

3 Rivers Federal Credit Union in Fort Wayne, IN, partners with LPL Financial to offer a full financial services menu to bank clients. This Investment Program role lets you join as a Financial Advisor associated with LPL Financial, while not being an employee of LPL Financial.

You will support clients through a complete range of financial solutions, with access to thousands of investment products and a strong referral network from the bank.

Qualifications

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

Responsabilités

• Service an existing book of business upon hire
• Build a strong client base with the bank's referral system
• Grow the client base across multiple branch territories

Description du poste

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at 3 Rivers Federal Credit Union in Fort Wayne, IN would allow you to join the Investment Program at 3 Rivers Federal 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 3 Rivers Federal 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 3 Rivers Federal 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

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, 3 Rivers Federal Credit Union.

Pay Range:75000 - 200000

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.