Financial Advisor - Texas Trust Credit Union

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

Job summary

LPL Financial, in partnership with TruStage, invites you to apply for the Financial Advisor position at Texas Trust Credit Union in Dallas. The role offers a unique opportunity to support community members while leveraging LPL's extensive resources and technology to develop tailored financial solutions.

Qualifications

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

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base through referral systems.
• Create tailored solutions utilizing a wide range of investment products.

Skills

Investment Sales

Client Solutions

Job description

Financial Advisor – Texas Trust Credit Union

Your career path should lead to real opportunity

LPL Financial partners with TruStage to offer a comprehensive range 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. Please note that Financial Advisors are not employees of LPL Financial under this model.

The Investment Program at Texas Trust Credit Union supports the local community. You will be joining a team dedicated to assisting members at every stage of their financial journey.

This position offers:

• The ability to service an existing book of business upon hire
• The opportunity to build a strong client base through the credit union’s referral system
• Access to several branch territories with a significant deposit base, including current members needing financial advice
• The chance to attract new clients from the credit union’s member base
• The ability to create client solutions without proprietary products
• Support to grow your business with LPL’s tools, technology, and resources
• Leverage of LPL’s experience in helping financial institutions expand their investment programs
• The opportunity to benefit from the credit union’s reputation and community standing

As an advisor associated with LPL Financial, you will benefit from our commitment to support you, enabling you to 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 create tailored client solutions
• The freedom to develop solutions aligned with your clients’ goals

Whatever your vision of success, we’re here to support 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. Please note: submitting an application does not constitute employment with LPL Financial. Employment is with TruStage. In accordance with regulatory requirements, LPL Financial will hold your securities and insurance licenses.

***REQUIRED DISCLOSURE(S)***

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

Tracking # 1-05026674

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