Financial Advisor: Grow a Community‑Focused Practice

LPL Financial; Nashville (TN); Vor Ort; USD 45.000 - 75.000; Vollzeit

Zusammenfassung

LPL Financial partners with TruStage to offer a full menu of financial services via Southeast Financial Credit Union in Nashville, TN. As a Financial Advisor working for TruStage and associated with LPL Financial, you will service an existing book, build a client base, and grow your practice through the credit union network.

You will have access to LPL’s technology, open-architecture platform, and support to create tailored client solutions while leveraging a broad product menu.

Qualifikationen

• Must hold Series 7 and 66 licenses.
• Insurance license required.
• Three or more years of investment sales experience.

Aufgaben

• Service an existing book of business on hire.
• Build a strong client base with the credit union’s referral system.
• Find new clients via the credit union’s member base.
• Create client solutions without proprietary products.
• Grow your business with LPL’s tools, technology and support.

Kenntnisse

Series 7 & 66 licenses

Insurance license

Jobbeschreibung

LPL Financial partners with TruStage to offer a full menu of financial services via Southeast Financial Credit Union in Nashville, TN. As a Financial Advisor working for TruStage and associated with LPL Financial, you will service an existing book, build a client base, and grow your practice through the credit union network.

You will have access to LPL’s technology, open-architecture platform, and support to create tailored client solutions while leveraging a broad product menu.