Financial Advisor - Service One Credit Union

LPL Financial; Bowling Green (KY); On-site; USD 48,000 - 50,000; Full time

Benefits offered by this job

Sales incentive compensation

Job summary

LPL Financial partners with Service One Wealth Advisors located at Service One Credit Union in Bowling Green, KY to offer financial advisory services. You’ll work as a Financial Advisor associated with LPL Financial, not an employee, with access to a broad product suite and support services.

Requirements include Series 7/66 and insurance licenses and at least three years in investment sales. The role provides the opportunity to grow your business through the bank’s referral network and LPL’s

Qualifications

• Active Series 7 and 66 licenses 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 the bank’s referral system
• Grow the client base via the bank’s client base
• Create client solutions without proprietary products
• Leverage LPL’s tools, technology and support

Skills

Investment sales

Client relationships

Financial advisory

Education

Series 7/66 licensing

Insurance license

Job description

Your career path should lead to real opportunity

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Service One Wealth Advisors located at Service One Credit Union in Bowling Green, KY would allow you to join the Investment Program at Service One Wealth Advisors located at Service One Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at Service One Wealth Advisors located at Service One Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients 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 Service One Wealth Advisors located at Service One 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 Bank’s exceptional referral system
• Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
• The opportunity to find new clients via the bank’s client 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 bank’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

Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Service One Wealth Advisors located at Service One Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Service One Wealth Advisors located at Service One Credit Union.

Tracking # 1-05026674

Pay Range:48000 - 50000

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.