Financial Advisor — Grow Your Book with LPL Open Architecture

LPL Financial; Kentucky; On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Tech platform access

Open architecture

Research support

Client solutions

Job summary

LPL Financial in partnership with TruStage offers a Financial Advisor role at Armco Credit Union in Butler, PA. You will work for TruStage and be associated with LPL Financial, with advisors not being employees of LPL.

You will service an existing book, grow a client base via referrals, and leverage LPL tools and open architecture to provide client solutions without proprietary products. The position includes comprehensive support to help advisors and clients succeed.

Qualifications

• 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.
• Grow your business leveraging LPL’s tools, technology, and support.
• Find new clients via the credit union’s member base.
• Create client solutions without proprietary products.

Skills

Investment sales experience

Series 7 and 66

Insurance license

Job description

LPL Financial in partnership with TruStage offers a Financial Advisor role at Armco Credit Union in Butler, PA. You will work for TruStage and be associated with LPL Financial, with advisors not being employees of LPL.

You will service an existing book, grow a client base via referrals, and leverage LPL tools and open architecture to provide client solutions without proprietary products. The position includes comprehensive support to help advisors and clients succeed.