Financial Advisor - American Heritage Credit Union

LPL Financial; Warminster Township (Bucks County); Vor Ort; USD 45.000 - 75.000; Vollzeit

Zusammenfassung

LPL Financial, in partnership with TruStage, seeks a Financial Advisor to serve members at American Heritage Credit Union in Warminster, PA. This opportunity lets you join TruStage and work with LPL's open-architecture platform, offering a broad range of investment products.

You will leverage the credit union's referral network, manage an existing book, and build a client base while complying with disclosures. Licenses required: Series 7/66 and insurance.

Qualifikationen

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

Aufgaben

• Service an existing book of business upon hire.
• Grow a client base via the credit union’s referral system.
• Develop client solutions without proprietary products.

Kenntnisse

Series 7 & 66 license

Insurance license

Investment sales experience (3+ yrs)

Jobbeschreibung

Your career path should lead to real opportunity

LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at American Heritage Credit Union in Warminster, PA would allow you to join American Heritage Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at American Heritage Credit Union supports the local community and you will be joining a team that is dedicated to helping members 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 American Heritage 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 credit union’s exceptional referral system
• Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
• The opportunity to find new clients via the credit union’s member 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 credit union’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

***REQUIRED DISCLOSURE(S)

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

Tracking # 1-05026674

Pay Range:45,000-75,000

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.