Financial Advisor – Open Architecture Growth & Community

LPL Financial; Scottsdale (AZ); On-site; USD 60,000 - 80,000; Full time

Job summary

Global Credit Union in Scottsdale, AZ, is seeking a Financial Advisor affiliated with TruStage to partner with LPL Financial. This role empowers you to grow your financial practice while serving credit union members with comprehensive investment solutions.

You will build a client base through the credit union's referral network, access thousands of investment products, and work in an open-architecture platform designed to support your independent practice and client goals.

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.
• Serve current members and prospective clients with tailored investment solutions.
• Operate within LPL's open architecture platform to offer thousands of investment products.

Job description

Global Credit Union in Scottsdale, AZ, is seeking a Financial Advisor affiliated with TruStage to partner with LPL Financial. This role empowers you to grow your financial practice while serving credit union members with comprehensive investment solutions.

You will build a client base through the credit union's referral network, access thousands of investment products, and work in an open-architecture platform designed to support your independent practice and client goals.