Financial Advisor: Grow Your Client Base with Open Architecture

lplfinancial; Manorville (NY); Sur place; USD 45 000 - 75 000; Plein temps

Résumé du poste

LPL Financial partners with TruStage to offer financial services to credit union members. This opportunity, located at Teachers Federal Credit Union in Manorville, NY, allows you to join Teachers FCU as a Financial Advisor working for TruStage and affiliated with LPL Financial.

This role is not an employee of LPL Financial. You will serve an existing client base, build new relationships, and leverage the credit union network to provide comprehensive investment solutions across an

Qualifications

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

Responsabilités

• Service an existing book of business upon hire and help clients achieve financial goals
• Build a strong client base leveraging the credit union's referral system
• Work across multiple branches to grow client relationships and assets
• Create client solutions without proprietary products and maximize investment opportunities

Connaissances

Investment sales experience

Financial advisory

Description du poste

LPL Financial partners with TruStage to offer financial services to credit union members. This opportunity, located at Teachers Federal Credit Union in Manorville, NY, allows you to join Teachers FCU as a Financial Advisor working for TruStage and affiliated with LPL Financial.

This role is not an employee of LPL Financial. You will serve an existing client base, build new relationships, and leverage the credit union network to provide comprehensive investment solutions across an