Financial Advisor: Open-Architecture Solutions & Growth

LPL Financial; Marquette (MI); On-site; USD 50,000 - 75,000; Full time

Job summary

Embers Credit Union in Marquette, MI is seeking a Financial Advisor to work with TruStage as part of the Embers program and aligned with LPL Financial.

As an advisor, you’ll build a client base through the credit union’s referral network, serve current members, and develop solutions without proprietary products. You’ll have access to LPL’s tools, products, and support to grow your practice.

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 through the credit union’s referral system.
• Serve current members with their financial goals and needs.
• Create client solutions without proprietary products.
• Grow your business with LPL’s tools, technology, and support.

Skills

Series 7/66

Investment sales

Insurance license

Job description

Embers Credit Union in Marquette, MI is seeking a Financial Advisor to work with TruStage as part of the Embers program and aligned with LPL Financial.

As an advisor, you’ll build a client base through the credit union’s referral network, serve current members, and develop solutions without proprietary products. You’ll have access to LPL’s tools, products, and support to grow your practice.