Financial Advisor: Grow Your Practice with a Credit Union

LPL Financial; Elkhart (IN); On-site; USD 50,000 - 75,000; Full time

Job summary

INOVA CREDIT UNION in Elkhart, IN is seeking a Financial Advisor to work with TruStage and be associated with LPL Financial. You will join INOVA CREDIT UNION as a Financial Advisor while serving clients through TruStage and LPL resources.

The role emphasizes growing a client base via the credit union's referral system, servicing an existing book, and delivering tailored financial solutions with non-proprietary products.

Qualifications

• Active Series 7 and 66 licenses required.
• Insurance license is required.
• Three or more years of investment sales experience.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base using the credit union's referral network.
• Grow the business across multiple branch territories with substantial deposits.
• Create client solutions using non-proprietary products.
• Leverage LPL's technology and support to assist clients.

Skills

Investment sales experience

Series 7 and 66 licenses

Insurance license

Job description

INOVA CREDIT UNION in Elkhart, IN is seeking a Financial Advisor to work with TruStage and be associated with LPL Financial. You will join INOVA CREDIT UNION as a Financial Advisor while serving clients through TruStage and LPL resources.

The role emphasizes growing a client base via the credit union's referral system, servicing an existing book, and delivering tailored financial solutions with non-proprietary products.