Financial Advisor: Grow Your Client Base & Solutions

lplfinancial; Lansing (MI); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Sales incentive compensation

Job summary

LPL Financial, in partnership with TruStage, invites you to join Michigan State University Federal Credit Union in Lansing, MI as a Financial Advisor. You will service an existing book and grow a client base through the credit union’s referral network while delivering independent investment solutions.

Leverage LPL’s open architecture, robust technology, and advisory support to tailor client solutions. Series 7/66 and insurance licensure are required, with 3+ years of investment sales experience.

Qualifications

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

Responsibilities

• Service an existing book of business on hire.
• Build a strong client base with the credit union's referral system.
• Grow your business using LPL's tools, technology, and support.

Skills

Investment sales experience

Education

Series 7/66 licensure

Insurance license

Job description

LPL Financial, in partnership with TruStage, invites you to join Michigan State University Federal Credit Union in Lansing, MI as a Financial Advisor. You will service an existing book and grow a client base through the credit union’s referral network while delivering independent investment solutions.

Leverage LPL’s open architecture, robust technology, and advisory support to tailor client solutions. Series 7/66 and insurance licensure are required, with 3+ years of investment sales experience.