Financial Advisor - Open Architecture for Credit Unions

LPL Financial LLC; Brighton (MI); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Sales incentive compensation

Job summary

Michigan Educational Credit Union, in Ann Arbor, MI, seeks a Credit Union Financial Advisor in collaboration with LPL Financial. You will join the Investment Program as a Financial Advisor, serving members across financial life stages with a full menu of services.

You will service an existing book upon hire and build a client base through the credit union’s referral system, using LPL resources to craft solutions without proprietary products.

Qualifications

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

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base with the credit union’s exceptional referral system.
• Leverage LPL’s tools, technology, and support to create client solutions.
• Grow the business through the credit union’s reputation and client base.

Skills

Investment sales experience

Education

Series 7 and 66 licenses

Insurance license

Job description

Michigan Educational Credit Union, in Ann Arbor, MI, seeks a Credit Union Financial Advisor in collaboration with LPL Financial. You will join the Investment Program as a Financial Advisor, serving members across financial life stages with a full menu of services.

You will service an existing book upon hire and build a client base through the credit union’s referral system, using LPL resources to craft solutions without proprietary products.