Financial Advisor: Grow Your Client-Centric Practice

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

Benefits offered by this job

Sales incentives

Job summary

LPL Financial partners with TruStage to offer financial services at ALTRA FEDERAL CREDIT UNION in Clarksville, TN. This Financial Advisor role works for TruStage and is associated with LPL Financial, with the understanding that advisors are not employees of LPL.

The position emphasizes building a client book, leveraging the credit union's referral network, and selling investment solutions through an open-architecture platform.

Qualifications

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

Skills

Investment sales

Client relationship

Job description

LPL Financial partners with TruStage to offer financial services at ALTRA FEDERAL CREDIT UNION in Clarksville, TN. This Financial Advisor role works for TruStage and is associated with LPL Financial, with the understanding that advisors are not employees of LPL.

The position emphasizes building a client book, leveraging the credit union's referral network, and selling investment solutions through an open-architecture platform.