Financial Advisor - Grow Your Practice with a Credit Union

LPL Financial; Saginaw (MI); On-site; USD 60,000 - 75,000; Full time

Job summary

LPL Financial, through TruStage at TEAMONE CREDIT UNION in Saginaw, MI, seeks a Financial Advisor to enhance client relationships. This role offers the ability to service an existing book of business and utilize a strong referral system.

The ideal candidate will help clients meet their financial goals by leveraging resources, technology, and support. Key requirements include Series 7 and 66, along with three years of investment sales experience. A competitive salary range of $60,000 - $75,000 plus sales incentives is available.

Qualifications

• Series 7 and 66 (or 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 with the credit union’s exceptional referral system.
• Create solutions specific to client’s goals.

Skills

Investment sales experience

Client relationship management

Financial product knowledge

Job description

LPL Financial, through TruStage at TEAMONE CREDIT UNION in Saginaw, MI, seeks a Financial Advisor to enhance client relationships. This role offers the ability to service an existing book of business and utilize a strong referral system.

The ideal candidate will help clients meet their financial goals by leveraging resources, technology, and support. Key requirements include Series 7 and 66, along with three years of investment sales experience. A competitive salary range of $60,000 - $75,000 plus sales incentives is available.