Financial Advisor: Grow Your Practice with Open Platform

LPL Financial; Prineville (OR); On-site; USD 60,000 - 75,000; Full time

Job summary

Mid Oregon Credit Union in Prineville, Oregon seeks a Financial Advisor working for TruStage under LPL Financial. You will build a client base, serve members with tailored investment solutions, and leverage LPL’s platform to grow a regional advisory practice.

The role requires a Series 7 and 66, an insurance license, and at least three years of investment sales experience. This on-site opportunity aligns with Mid Oregon Credit Union’s community-focused financial services.

Qualifications

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

Responsibilities

• Build a strong client base with the credit union’s referral system.
• Grow your business leveraging LPL’s tools and support.
• Identify new clients from the credit union’s member base.
• Create client solutions without proprietary products.

Skills

Investment sales experience

Client relationship management

Regulatory compliance

Job description

Mid Oregon Credit Union in Prineville, Oregon seeks a Financial Advisor working for TruStage under LPL Financial. You will build a client base, serve members with tailored investment solutions, and leverage LPL’s platform to grow a regional advisory practice.

The role requires a Series 7 and 66, an insurance license, and at least three years of investment sales experience. This on-site opportunity aligns with Mid Oregon Credit Union’s community-focused financial services.