Financial Advisor: Grow Your Book with Open-Architecture Support

LPL Financial

St. Louis (MO)

On-site

USD 45,000 - 60,000

Full time

14 days+
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Job summary

LPL Financial is seeking a Financial Advisor at Together Credit Union in St. Louis, MO. This position allows you to service an existing client base while building new relationships with credit union members seeking financial solutions.

In this role, you will leverage LPL's resources and the credit union's reputation to create customized client solutions. Candidates must have three or more years of investment sales experience and possess a Series 7 and 66 license, along with an insurance license.

Qualifications

  • Three or more years of investment sales experience.
  • Current Series 7 and 66 (63/65) licenses required.
  • Must possess an insurance license.

Responsibilities

  • Service an existing book of business upon hire.
  • Build a strong client base through referrals.
  • Create solutions specific to client goals.

Skills

Investment sales experience
Financial advising
Client relationship management

Education

Insurance license
Series 7 and 66 (63/65)

Job description

LPL Financial is seeking a Financial Advisor at Together Credit Union in St. Louis, MO. This position allows you to service an existing client base while building new relationships with credit union members seeking financial solutions.

In this role, you will leverage LPL's resources and the credit union's reputation to create customized client solutions. Candidates must have three or more years of investment sales experience and possess a Series 7 and 66 license, along with an insurance license.

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