Financial Advisor - CEFCU

LPL Financial; Normal (IL); On-site; USD 55,000 - 75,000; Full time

Job summary

LPL Financial partners with TruStage to offer financial services through CEFCU in Normal, IL. This Financial Advisor role lets you join TruStage and be associated with LPL Financial, while not being an employee of LPL Financial.

You will serve a growing client base, leveraging referral systems and LPL’s tools to deliver unbiased client solutions aligned with credit union goals.

Qualifications

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

Responsibilities

• Build a strong client base with the credit union’s referral system.
• Grow your business with LPL’s tools, technology, and support.
• Create client solutions without proprietary products.
• Capitalize on the credit union’s reputation and community standing.

Skills

Investment sales experience

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 CEFCU in Normal, IL would allow you to join CEFCU 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 CEFCU 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 CEFCU for financial solutions.

What this position offers:

• 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

Partnership benefits:

• 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

Pay Range: $55,000 - $75,000. The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position also eligible to earn sales incentive compensation.