Financial Advisor — Open-Architecture Platform

LPL Financial; Town of Lansing (NY); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Proprietary technology

Open architecture platform

Sales support

Job summary

LPL Financial, in partnership with TruStage and MSU Federal Credit Union, is seeking a Financial Advisor in Lansing, MI. You will service an existing book of business, build a client base through referrals, and leverage LPL’s platform to deliver client solutions within a collaborative credit union environment.

The role emphasizes independence within an open architecture platform, access to thousands of products, and ongoing support to grow your advisory practice.

Qualifications

• Series 7 and 66 (63/65) 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 with referrals from the credit union network.
• Grow the business using LPL tools, technology and support.
• Create client solutions without proprietary products where appropriate.
• Collaborate with TruStage and MSU Federal Credit Union teams to meet client needs.

Skills

Investment sales

Series 7/66

Insurance license

Client development

Tools

LPL tools

Job description

LPL Financial, in partnership with TruStage and MSU Federal Credit Union, is seeking a Financial Advisor in Lansing, MI. You will service an existing book of business, build a client base through referrals, and leverage LPL’s platform to deliver client solutions within a collaborative credit union environment.

The role emphasizes independence within an open architecture platform, access to thousands of products, and ongoing support to grow your advisory practice.