Financial Advisor | Build a Thriving Client Base with LPL

LPL Financial; Goshen (IN); On-site; USD 50,000 - 75,000; Full time

Job summary

LPL Financial is seeking a Financial Advisor to work with Interra Credit Union in Goshen, IN. This role offers the ability to service an existing book of business and build a client base through referrals.

Candidates must hold Series 7 and 66 licenses and have insurance licensing, along with a minimum of three years of investment sales experience. With access to proprietary technology and a range of investment products, you'll create tailored solutions for clients.

The position has a competitive pay range of $50,000 to $75,000.

Qualifications

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

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base with referrals.
• Create client solutions without proprietary products.

Skills

Investment sales experience

Client solution creation

Financial advising

Education

Series 7 and 66 (63/65) licenses

Insurance license

Job description

LPL Financial is seeking a Financial Advisor to work with Interra Credit Union in Goshen, IN. This role offers the ability to service an existing book of business and build a client base through referrals.

Candidates must hold Series 7 and 66 licenses and have insurance licensing, along with a minimum of three years of investment sales experience. With access to proprietary technology and a range of investment products, you'll create tailored solutions for clients.

The position has a competitive pay range of $50,000 to $75,000.