Financial Advisor — Grow Your Client Book with LPL

LPL Employee Services; Dayton (OH); On-site; USD 50,000 - 75,000; Full time

Job summary

UNIVERSAL 1 CREDIT UNION in Dayton, OH is seeking a Financial Advisor working with TruStage and LPL Financial to serve members with comprehensive investment solutions.

This role offers the ability to service an existing book, grow a client base through the credit union’s referrals, and expand with LPL’s resources and support.

Licensing requirements include Series 7 and 66 and an insurance license; three or more years of investment sales experience are expected.

Qualifications

• Series 7 and 66 (63/65) 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 via the credit union’s referral system.
• Grow your business with LPL’s tools, technology, and support.

Skills

Investment sales

Financial advisory

Client service

Job description

UNIVERSAL 1 CREDIT UNION in Dayton, OH is seeking a Financial Advisor working with TruStage and LPL Financial to serve members with comprehensive investment solutions.

This role offers the ability to service an existing book, grow a client base through the credit union’s referrals, and expand with LPL’s resources and support.

Licensing requirements include Series 7 and 66 and an insurance license; three or more years of investment sales experience are expected.