Financial Advisor - Texas Trust Credit Union

LPL Financial Services; Dallas (TX); On-site; USD 48,000 - 60,000; Full time

Job summary

Join a leading financial services provider as a Financial Advisor at Texas Trust Credit Union in Dallas. This role offers the opportunity to service existing clients and build new relationships, utilizing a strong support system and resources from LPL Financial. Candidates must hold necessary licenses and have prior investment sales experience.

Benefits

Access to proprietary technology and customized services

Support to grow your business using LPL's tools

Freedom to develop tailored solutions for clients

Qualifications

• Series 7 and 66 (or 63/65) 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 through referrals.
• Create tailored client solutions.

Skills

Investment Sales

Client Relationship Management

Job description

Financial Advisor – Texas Trust Credit Union

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 Texas Trust Credit Union in Dallas, TX, allows you to join Texas Trust Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Note that Financial Advisors are not employees of LPL Financial.

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

This position offers:

1. The ability to service an existing book of business upon hire
2. The opportunity to build a strong client base through the credit union’s referral system
3. Access to several branch territories with significant deposit bases, including current members needing financial support
4. The chance to find new clients within the credit union’s member base
5. The ability to create client solutions without proprietary products
6. Support to grow your business using LPL’s tools, technology, and resources
7. Assistance from LPL’s experience in helping financial institutions expand their investment programs
8. The opportunity to leverage the credit union’s reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to support you so you can serve your clients effectively. Your partnership includes:

• Access to proprietary technology and customized services
• An open architecture platform with access to thousands of investment products from leading third-party sponsors
• Resources and expertise to help craft client solutions
• Freedom to develop solutions tailored to your clients’ goals

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

Requirements:

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

Application Process:

Apply online at: [Insert application link]. By submitting an application, you are not applying for employment directly with LPL Financial. Employment is with TruStage; however, LPL Financial will hold your securities and insurance licenses in accordance with regulatory requirements.

Disclosures:

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

Tracking # 1-05026674

Pay Range: $48,000 - $60,000. The salary depends on factors such as skill, experience, and work location. The position is also eligible for sales incentive compensation.