Financial Advisor: Open Architecture & Community Growth

LPL Financial; Melrose (MA); Sur place; USD 50 000 - 75 000; Plein temps

Résumé du poste

Metro Credit Union in Melrose, MA, is seeking a Financial Advisor working with TruStage and affiliated with LPL Financial. This role allows you to service an existing book and grow new client relationships within a supportive network of referrals.

The position requires Series 7 and 66, an insurance license, and 3+ years of investment sales experience. You will operate with open-architecture access to investment products and strong firm-backed resources.

Qualifications

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

Connaissances

Investment sales experience

Formation

Series 7 and 66 (63/65) licenses

Outils

Insurance license

Description du poste

Metro Credit Union in Melrose, MA, is seeking a Financial Advisor working with TruStage and affiliated with LPL Financial. This role allows you to service an existing book and grow new client relationships within a supportive network of referrals.

The position requires Series 7 and 66, an insurance license, and 3+ years of investment sales experience. You will operate with open-architecture access to investment products and strong firm-backed resources.