Financial Advisor on Open-Architecture Growth Platform

LPL Financial; Baltimore (MD); On-site; USD 60,000 - 80,000; Full time

Job summary

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This opportunity at Sate Employee CU of Maryland in Baltimore, MD allows you to join the Investment Program as a Financial Advisor associated with LPL Financial.

You will grow your business with LPL's tools and community-focused support. Requirements include Series 7 and 66, an insurance license, and three or more 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

• Build a strong client base using the credit union’s referral system.
• Develop new clients from the credit union member base.
• Create client solutions without proprietary products using LPL tools.

Skills

Investment sales

Client base building

Financial services

Job description

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This opportunity at Sate Employee CU of Maryland in Baltimore, MD allows you to join the Investment Program as a Financial Advisor associated with LPL Financial.

You will grow your business with LPL's tools and community-focused support. Requirements include Series 7 and 66, an insurance license, and three or more years of investment sales experience.