Financial Advisor - Open Architecture Wealth Solutions

LPL Financial; Grand Rapids (MI); On-site; USD 59,000 - 75,000; Full time

Benefits offered by this job

Sales incentive compensation

Job summary

Adventure Credit Union in Grand Rapids, MI partners with LPL Financial to offer comprehensive investment services. As a Financial Advisor in the Investment Program, you are associated with LPL Financial (not an employee) and join a team dedicated to supporting clients throughout their financial lives.

You will grow your career by serving an existing book, developing new client relationships through the bank’s referral network, and delivering client solutions with LPL’s platform and resources.

Qualifications

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience

Responsibilities

• Serve an existing book of business at hire
• Build a strong client base with the bank's referral system
• Grow your business leveraging LPL’s tools, technology and support
• Create client solutions without proprietary products

Skills

Investment sales experience

Job description

Adventure Credit Union in Grand Rapids, MI partners with LPL Financial to offer comprehensive investment services. As a Financial Advisor in the Investment Program, you are associated with LPL Financial (not an employee) and join a team dedicated to supporting clients throughout their financial lives.

You will grow your career by serving an existing book, developing new client relationships through the bank’s referral network, and delivering client solutions with LPL’s platform and resources.