Financial Advisor: Grow Client Wealth with Community Impact

LPL Financial; Houston (TX); On-site; USD 70,000 - 500,000; Full time

Job summary

Premier America Credit Union in Houston, TX, partners with TruStage to offer a comprehensive financial advisory program. As a Financial Advisor working with TruStage and affiliated with LPL Financial, you will serve members and help them pursue their financial goals.

This role allows you to leverage LPL's platform and credit union referrals to expand your client base, while delivering objective, non-proprietary solutions.

Qualifications

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

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base with the credit union’s referral system.
• Work across several branch territories with significant deposit base to support client goals.
• 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.
• Leverage LPL’s experience helping financial institutions grow investment programs.
• Capitalize on the credit union’s reputation and community standing.

Skills

Investment sales

Client relationships

Tools

Series 7 & 66

Insurance license

Job description

Premier America Credit Union in Houston, TX, partners with TruStage to offer a comprehensive financial advisory program. As a Financial Advisor working with TruStage and affiliated with LPL Financial, you will serve members and help them pursue their financial goals.

This role allows you to leverage LPL's platform and credit union referrals to expand your client base, while delivering objective, non-proprietary solutions.