Financial Advisor — Grow Your Practice with LPL

LPL Financial; Warminster Township (Bucks County); On-site; USD 45,000 - 75,000; Full time

Job summary

LPL Financial, in partnership with TruStage, seeks a Financial Advisor to serve members at American Heritage Credit Union in Warminster, PA. This opportunity lets you join TruStage and work with LPL's open-architecture platform, offering a broad range of investment products.

You will leverage the credit union's referral network, manage an existing book, and build a client base while complying with disclosures. Licenses required: Series 7/66 and insurance.

Qualifications

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

Responsibilities

• Service an existing book of business upon hire.
• Grow a client base via the credit union’s referral system.
• Develop client solutions without proprietary products.

Skills

Series 7 & 66 license

Insurance license

Investment sales experience (3+ yrs)

Job description

LPL Financial, in partnership with TruStage, seeks a Financial Advisor to serve members at American Heritage Credit Union in Warminster, PA. This opportunity lets you join TruStage and work with LPL's open-architecture platform, offering a broad range of investment products.

You will leverage the credit union's referral network, manage an existing book, and build a client base while complying with disclosures. Licenses required: Series 7/66 and insurance.