Financial Advisor - Michigan Educational Credit Union

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

Credit Union
Financial Advisor – Michigan Educational Credit Union
Your career path should lead to real opportunity
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Michigan Educational Credit Union in Ann Arbor, MI would allow you to join the Investment Program at Michigan Educational Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at Michigan Educational Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to Michigan Educational Credit Union for financial solutions. This position will offer:

• The ability to service an existing book of business upon hire
• The ability to build a strong client base with the credit union’s exceptional referral system
• Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
• The opportunity to find new clients via the credit union’s member base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with LPL’s combination of tools, technology, and support
• The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the credit union’s reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

• Access to our proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your client’s goals

Whatever your vision of success, we’re with you every step of the way.
Requirements:

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

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Michigan Educational Credit Union.
Tracking # 1-05026674
Pay Range:150,000 - 200,000
The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.