Financial Advisor - PenFed Credit Union

LPL Employee Services; Humacao (PR); Sur place; USD 45 000 - 75 000; Plein temps

Résumé du poste

LPL Financial, in partnership with TruStage and PenFed Credit Union, seeks a Financial Advisor in Humacao, PR to service a book of business and grow a client base using LPL’s open-architecture platform. You will work with credit union members and access a broad array of investment products to tailor client solutions.

Requirements include Series 7 and 66, an insurance license, and 3+ years of investment sales experience. This on-site role offers a base plus incentive opportunities.

Qualifications

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

Responsabilités

• Service an existing book of business upon hire.
• Build a strong client base through the credit union’s referral system.
• Grow your business with LPL’s tools, technology, and support.
• Provide client solutions without proprietary products.
• Collaborate with TruStage and PenFed Credit Union to serve members.

Connaissances

Series 7/66

Insurance license

Description du poste

Your career path should lead to real opportunity

LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at PenFed Credit Union in Humacao, PR would allow you to join PenFed Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at PenFed Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to PenFed Credit Union for financial solutions. This position will offer:

• The ability to service an existing book of business upon hire
• The ability to build a strong client base with the credit union’s exceptional referral system
• Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
• The opportunity to find new clients via the credit union’s member base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with LPL’s combination of tools, technology, and support
• The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the credit union’s reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

• Access to our proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your client’s goals

Whatever your vision of success, we’re with you every step of the way.

Requirements:

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

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PenFed Credit Union.

Tracking # 1-05026674

Pay Range:45,000-75,000

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.