Financial Advisor - Open Architecture, Growth & Impact

LPL Financial; United States; On-site; USD 70,000 - 150,000; Full time

Job summary

Workers Credit Union in Lunenberg, MA is seeking a Financial Advisor partnering with LPL Financial. You will join the Investment Program and serve clients with an open-architecture platform and access to thousands of investment products.

You will leverage an existing book of business, build a strong client base through the credit union’s referral network, and grow your practice with LPL’s tools and support. Requirements: Series 7 & 66, insurance license, 3+ years investment sales.

Qualifications

• Series 7 and 66 licenses required.
• Insurance license required.
• Three or more years of investment sales experience.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base through the credit union's referral network.
• Grow your practice with LPL's tools, technology and support.

Skills

Series 7

Series 66

Insurance license

Investment sales experience

Job description

Workers Credit Union in Lunenberg, MA is seeking a Financial Advisor partnering with LPL Financial. You will join the Investment Program and serve clients with an open-architecture platform and access to thousands of investment products.

You will leverage an existing book of business, build a strong client base through the credit union’s referral network, and grow your practice with LPL’s tools and support. Requirements: Series 7 & 66, insurance license, 3+ years investment sales.