Financial Advisor - Grow Your Book with LPL Support

LPL Financial; Brighton (MI); On-site; USD 150,000 - 200,000; Full time

Job summary

Michigan Educational Credit Union in Ann Arbor, MI, partners with LPL Financial to offer comprehensive financial services. As a Financial Advisor, you will serve an existing book of business and build a strong client base with the credit union’s referral network.

You will deliver client solutions using LPL’s open-architecture platform and resources, with support to grow across multiple branch territories while maintaining fiduciary standards and sound financial guidance.

Qualifications

• Series 7 and 66 (63/65) licenses 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 network.
• Help clients pursue financial goals with LPL's open architecture and resources.
• Grow the business across multiple branch territories with support from the credit union.

Skills

Investment sales experience

Education

Series 7 and 66 (63/65) licenses

Insurance license

Job description

Michigan Educational Credit Union in Ann Arbor, MI, partners with LPL Financial to offer comprehensive financial services. As a Financial Advisor, you will serve an existing book of business and build a strong client base with the credit union’s referral network.

You will deliver client solutions using LPL’s open-architecture platform and resources, with support to grow across multiple branch territories while maintaining fiduciary standards and sound financial guidance.