Financial Advisor - Open Architecture, Credit Union Growth

LPL Financial; Grand Rapids (MI); Presencial; USD 50.000 - 75.000; Jornada completa

Descripción de la vacante

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.

Formación

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

Responsabilidades

• 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.

Conocimientos

Series 7 license

Series 66 license

Insurance license

Investment sales experience

Descripción del empleo

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.