Financial Advisor - Michigan State University Federal Credit Union

LPL Financial; Grand Rapids (MI); On-site; USD 50,000 - 75,000; Full time

Job summary

LPL Financial partners with TruStage to offer financial services at MSU Federal Credit Union in Grand Rapids, MI. This Financial Advisor role allows you to service an existing client base, build new relationships via referrals, and provide client solutions using LPL's tools and open-architecture platform.

The position emphasizes growth within the credit union’s network, with opportunities to expand territories and leverage joint marketing, while remaining independent of LPL as an employer.

Qualifications

• Series 7 and 66 (63/65) licenses 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 via the credit union's referral system.
• Cover several branch territories with significant deposit base.
• Grow client base by targeting the credit union's member base.

Skills

Series 7 license

Series 66 license

Insurance license

Investment sales experience

Job description

Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at MICHIGAN STATE UNIVERSITY FEDERAL CREDIT UNION in Grand Rapids, MI would allow you to join MICHIGAN STATE UNIVERSITY FEDERAL CREDIT UNION as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at MICHIGAN STATE UNIVERSITY FEDERAL CREDIT UNION supports the local community and you will be joining 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 STATE UNIVERSITY FEDERAL 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 step.

Requirements:

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

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, MICHIGAN STATE UNIVERSITY FEDERAL CREDIT UNION.

Pay Range:50000 - 75000

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.