Financial Advisor - Michigan Educational Credit Union

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

Benefits offered by this job

Sales incentive compensation

Job summary

Michigan Educational Credit Union, in Ann Arbor, MI, seeks a Credit Union Financial Advisor in collaboration with LPL Financial. You will join the Investment Program as a Financial Advisor, serving members across financial life stages with a full menu of services.

You will service an existing book upon hire and build a client base through the credit union’s referral system, using LPL resources to craft solutions without proprietary products.

Qualifications

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

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base with the credit union’s exceptional referral system.
• Leverage LPL’s tools, technology, and support to create client solutions.
• Grow the business through the credit union’s reputation and client base.

Skills

Investment sales experience

Education

Series 7 and 66 licenses

Insurance license

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

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

Requirements:

• Series 7 and 66 (63/65) required


• Insurance license required


• Three or more years of investment sales experience

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.