Financial Advisor: Open Architecture Growth Tools

LPL Financial; Toledo (OH); On-site; USD 50,000 - 75,000; Full time

Job summary

SUN FEDERAL CREDIT UNION in Toledo, OH, partners with TruStage to offer a full suite of financial services. This employment opportunity allows you to join SUN FEDERAL CREDIT UNION as a Financial Advisor working with TruStage and associated with LPL Financial.

Advisors are not employees of LPL. You will service an existing book of business, grow a client base through the credit union's referral system, and access LPL's tools and open architecture to create client solutions.

Qualifications

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

Responsibilities

• Serve an existing book of business upon hire.
• Build a strong client base through the credit union's referral system.
• Leverage LPL tools and resources to create client solutions.
• Collaborate with TruStage and SUN FEDERAL CREDIT UNION teams to support members' financial goals.

Skills

Series 7

Series 66

Insurance license

Investment sales

Job description

SUN FEDERAL CREDIT UNION in Toledo, OH, partners with TruStage to offer a full suite of financial services. This employment opportunity allows you to join SUN FEDERAL CREDIT UNION as a Financial Advisor working with TruStage and associated with LPL Financial.

Advisors are not employees of LPL. You will service an existing book of business, grow a client base through the credit union's referral system, and access LPL's tools and open architecture to create client solutions.