Financial Advisor: Growth & Client Impact

LPL Financial; Ann Arbor (MI); On-site; USD 150,000 - 200,000; Full time

Job summary

Michigan Educational Credit Union in Ann Arbor, MI is seeking a Financial Advisor affiliated with LPL Financial. The advisor will service an existing book, build a client base, and expand the business using the credit union’s referral network.

Positions emphasize open-architecture investment solutions with access to thousands of products. Requirements include Series 7 and 66, an insurance license, and 3+ years of investment sales experience.

Qualifications

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

Responsibilities

• Service an existing book of business on hire.
• Build a strong client base through the credit union’s referral system.
• Grow the business across multiple branch territories with significant deposit base.
• Capitalize on the credit union’s member base to find new clients.
• Create client solutions using open architecture tools and LPL resources.

Skills

Series 7

Series 66

Insurance license

Investment sales

Job description

Michigan Educational Credit Union in Ann Arbor, MI is seeking a Financial Advisor affiliated with LPL Financial. The advisor will service an existing book, build a client base, and expand the business using the credit union’s referral network.

Positions emphasize open-architecture investment solutions with access to thousands of products. Requirements include Series 7 and 66, an insurance license, and 3+ years of investment sales experience.