Financial Advisor - Arkansas Federal Credit Union

LPL Financial; Little Rock (AR); On-site; USD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Financial Advisor to join a dedicated team at a local credit union. This role offers the opportunity to service an existing book of business while building a strong client base through referrals. With access to proprietary technology and a wide range of investment products, you'll be empowered to create tailored solutions for clients. Ideal candidates will have a strong background in investment sales and the necessary licenses. Join a community-focused organization where your contributions will make a real impact.

Qualifications

• 3+ years of investment sales experience required.
• Must possess Series 7 and 66 (or 63/65) licenses.

Responsibilities

• Service existing clients and build a strong client base.
• Manage branch territories and find new clients.

Skills

Investment Sales Experience

Client Relationship Management

Financial Advisory Services

Education

Series 7 License

Series 66 License

Insurance License

Tools

LPL Technology

Investment Products

Job description

Your career path should lead to real opportunity

LPL Financial partners with TruStage to offer a comprehensive range of financial services to credit union clients. This employment opportunity at TruStage, located at Arkansas Federal Credit Union in Little Rock, AR, allows you to join Arkansas Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Please note, Financial Advisors are not employees of LPL Financial.

The Investment Program at Arkansas Federal Credit Union supports the local community, and you will join a dedicated team committed to assisting members at every stage of their financial journey.

This position offers:

• Service an existing book of business upon hire
• Build a strong client base through the credit union’s referral system
• Manage several branch territories with a significant deposit base, including current members needing financial support
• Find new clients within the credit union’s member base
• Create client solutions without proprietary products
• Grow your business with LPL’s tools, technology, and support
• Leverage LPL’s experience in helping financial institutions grow and maximize investment programs
• Capitalize on the credit union’s reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to support you so you can serve your clients effectively. Your partnership includes:

• Access to proprietary technology and customized services
• An open architecture platform with access to thousands of investment products from leading third-party sponsors
• Resources and expertise to help create tailored client solutions
• The freedom to develop solutions aligned with your clients’ goals

Whatever your vision of success, we’re with you every step of the way.

Requirements:

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

Apply online at: By submitting an application, you are applying for a position with TruStage. Employment is with TruStage; however, in accordance with regulatory requirements, LPL Financial will hold your securities and insurance licenses.

***REQUIRED DISCLOSURE(S)

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

Tracking # 1-05026674

Pay Range: $45,000 - $75,000. The salary depends on factors such as skill, experience, and work location. The position is also eligible for sales incentive compensation.