Financial Advisor: Grow Your Client Base in Community

LPL Financial; Marshall (MI); On-site; USD 54,000 - 66,000; Full time

Job summary

LPL Financial is seeking a Financial Advisor for the Investment Program at Consumers Credit Union in Marshall, MI. This role offers the opportunity to build a client base leveraging the credit union’s referral system while providing comprehensive financial solutions. Candidates must possess Series 7 and 66 licenses, along with insurance licenses and a minimum of three years of investment sales experience. Join a dedicated team that supports members through every stage of their financial journey. Compensation includes a base salary and potential sales incentives.

Qualifications

• Series 7 and 66 (63/65) required.
• Insurance license required.
• Three or more years of investment sales experience.

Responsibilities

• Build a strong client base with the credit union's referral system.
• Provide financial solutions to credit union members.
• Create client-specific solutions using a variety of investment products.

Job description

LPL Financial is seeking a Financial Advisor for the Investment Program at Consumers Credit Union in Marshall, MI. This role offers the opportunity to build a client base leveraging the credit union’s referral system while providing comprehensive financial solutions. Candidates must possess Series 7 and 66 licenses, along with insurance licenses and a minimum of three years of investment sales experience. Join a dedicated team that supports members through every stage of their financial journey. Compensation includes a base salary and potential sales incentives.