Financial Advisor - Consumers Credit Union

LPL Financial; Marshall (MI); On-site; USD 54,000 - 66,000; Full time

Job summary

LPL Financial is seeking a Financial Advisor for the Investment Program at Consumers Credit Union in Marshall, MI. This role offers the opportunity to build a client base leveraging the credit union’s referral system while providing comprehensive financial solutions. Candidates must possess Series 7 and 66 licenses, along with insurance licenses and a minimum of three years of investment sales experience. Join a dedicated team that supports members through every stage of their financial journey. Compensation includes a base salary and potential sales incentives.

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.
• Provide financial solutions to credit union members.
• Create client-specific solutions using a variety of investment products.

Job description

Your career path should lead to real opportunity

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Consumers Credit Union in Marshall, MI would allow you to join the Investment Program at Consumers Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at Consumers Credit Union supports the local community with a complete menu of financial services. You will join 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 Consumers Credit Union for financial solutions.

What you’ll get

• 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

What you’ll get from LPL Financial

• 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

By submitting an application, you are not applying for employment with LPL Financial. Employment is with Consumers Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

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

Tracking # 1-05026674

Pay Range: 60000 - 60000. 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.