Financial Advisor - Arkansas Federal Credit Union

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

Job summary

Join a dynamic team as a Financial Advisor, where you'll leverage a strong referral system and comprehensive support to build your client base. This role offers the opportunity to service an existing book of business while helping clients achieve their financial goals with a variety of investment products. Enjoy the freedom to create customized solutions without proprietary constraints, backed by a reputable credit union. With access to advanced technology and resources, you can grow your career while making a meaningful impact in the community. If you're ready to take your financial advisory career to the next level, this is the perfect opportunity for you.

Qualifications

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

Responsibilities

• Service an existing book of business and build a strong client base.
• Create tailored financial solutions for clients.

Skills

Investment Sales Experience

Client Relationship Management

Financial Planning

Sales Skills

Education

Series 7 License

Series 66 License (or 63/65)

Insurance License

Tools

Investment Products

Proprietary Technology

Job description

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 Arkansas Federal Credit Union in Little Rock, AR would allow you to join Arkansas Federal 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 Arkansas Federal 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 Arkansas 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 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

Apply online at:By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***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, Arkansas Federal Credit Union.

Tracking # 1-05026674

Pay Range:45000-75000The 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.