Financial Advisor - Texas Trust Credit Union

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

Job summary

LPL Financial partners with TruStage to recruit a Financial Advisor for Texas Trust Credit Union in Dallas. This role involves servicing existing clients, building new relationships, and leveraging extensive referral systems. The advisor will have access to a wide range of investment products and services, shaped by the client's individual needs and goals.

Benefits

Access to proprietary technology and customized services

Open architecture platform for investment products

Support from experts across the firm

Opportunity for sales incentive compensation

Qualifications

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

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base through referrals.
• Create tailored solutions for client financial goals.

Skills

Investment sales experience

Education

Series 7 license

Series 66 license (63/65)

Insurance license

Job description

Financial Advisor - Texas Trust Credit Union

Financial Advisor - Texas Trust Credit Union

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 would allow you to join Texas Trust 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 Texas Trust 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 Texas Trust 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

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

***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, Texas Trust Credit Union.

Tracking # 1-05026674

Pay Range:48000 - 60000

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.

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