Financial Advisor – Mid Oregon Credit Union

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

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 Mid Oregon Credit Union in Prineville, Oregon would allow you to join Mid Oregon 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 Mid Oregon 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 Mid Oregon Credit Union for financial solutions.

Benefits

• 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

Partner Support

• 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

By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mid Oregon Credit Union.

Pay Range: $60,000 – $75,000. This position is also eligible to earn sales incentive compensation.