Financial Advisor – Grow Your Book & Help Families

LPL Financial; Massachusetts; On-site; USD 70,000 - 150,000; Full time

Job summary

Workers Credit Union in Lunenberg, MA is seeking a Financial Advisor affiliated with LPL Financial to service an existing book and help clients reach their financial goals. This role operates within Workers Credit Union while partnering with LPL Financial, with compensation reflecting a productive investment sales track record.

The position requires Series 7 and 66, an insurance license, and at least three years of investment sales experience, plus opportunity for sales incentives.

Qualifications

• Series 7 and 66 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.
• Cover several branch territories with substantial deposit base.
• Find new clients via the credit union’s client base.
• Create client solutions without proprietary products.
• Grow your business with LPL’s tools, technology, and support.

Skills

Series 7 and 66

Insurance license

Investment sales experience

Job description

Workers Credit Union in Lunenberg, MA is seeking a Financial Advisor affiliated with LPL Financial to service an existing book and help clients reach their financial goals. This role operates within Workers Credit Union while partnering with LPL Financial, with compensation reflecting a productive investment sales track record.

The position requires Series 7 and 66, an insurance license, and at least three years of investment sales experience, plus opportunity for sales incentives.