Financial Advisor: Grow Your Book & Help Members

LPL Financial; Goshen (IN); On-site; USD 50,000 - 100,000; Full time

Job summary

LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This opportunity at INTERRA CREDIT UNION in Goshen, IN allows you to join INTERRA CREDIT UNION as a Financial Advisor working for TruStage and associated with LPL Financial.

You will operate as an advisor under this model and benefit from LPL’s support and resources. Requirements include Series 7 and 66, insurance license, and 3+ years of investment sales experience.

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 through the credit union's referral system.
• Access several branch territories with deposit base to support client goals.
• Find new clients via the credit union’s member base and referrals.
• Create client solutions without proprietary products.
• Grow your business with LPL’s tools, technology, and support.
• Capitalize on the credit union’s reputation and community standing.

Skills

Investment sales

Client relationship

Compliance awareness

Job description

LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This opportunity at INTERRA CREDIT UNION in Goshen, IN allows you to join INTERRA CREDIT UNION as a Financial Advisor working for TruStage and associated with LPL Financial.

You will operate as an advisor under this model and benefit from LPL’s support and resources. Requirements include Series 7 and 66, insurance license, and 3+ years of investment sales experience.