Financial Advisor - Adventure Credit Union

LPL Financial; Grand Rapids (MI); On-site; USD 59,000 - 75,000; Full time

Benefits offered by this job

Sales incentive compensation

Job summary

Adventure Credit Union in Grand Rapids, MI partners with LPL Financial to offer comprehensive investment services. As a Financial Advisor in the Investment Program, you are associated with LPL Financial (not an employee) and join a team dedicated to supporting clients throughout their financial lives.

You will grow your career by serving an existing book, developing new client relationships through the bank’s referral network, and delivering client solutions with LPL’s platform and resources.

Qualifications

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

Responsibilities

• Serve an existing book of business at hire
• Build a strong client base with the bank's referral system
• Grow your business leveraging LPL’s tools, technology and support
• Create client solutions without proprietary products

Skills

Investment sales experience

Job description

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 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.

Benefits of the role

• 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

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, Adventure Credit Union.

Pay Range:59000 - 75000

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.