Financial Advisor - Texas Trust Credit Union

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

Job summary

A leading financial services provider is seeking a Financial Advisor for Texas Trust Credit Union located in Dallas, TX. This role offers the opportunity to build client relationships, service an existing portfolio, and leverage extensive resources from LPL Financial. Candidates are required to have Series 7 and 66 licenses, along with significant investment sales experience; competitive salary and benefits are included.

Qualifications

• Three or more years of investment sales experience required.

Responsibilities

• Serve an existing book of business upon hire.
• Build a strong client base through referrals.
• Create tailored client solutions.

Skills

Sales skills

Client relationship management

Investment knowledge

Education

Series 7 license

Series 66 license

Insurance license

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 suite 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 under this model.

The Investment Program at Texas Trust Credit Union supports the local community, and you will be joining a dedicated team that helps 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 exceptional referral system
• Access to several branch territories with significant deposit bases, including current members needing financial guidance
• The chance to find new clients within the credit union’s member base
• The ability to create client solutions without proprietary products
• The opportunity to grow your business using LPL’s tools, technology, and support
• Support from LPL’s experience in helping financial institutions grow and maximize their investment programs
• The advantage of leveraging 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 top third-party sponsors
• Resources and expertise to help craft tailored client solutions
• The flexibility 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

Apply online at: By submitting an application, you are applying for a position with TruStage. Employment is with TruStage; however, LPL Financial will hold your securities and insurance licenses as required by regulation.

***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. This position is also eligible for sales incentive compensation.