Financial Advisor - Together Credit Union, St Louis, MO

3M HEALTHCARE; St. Louis (MO); On-site; USD 45,000 - 60,000; Full time

Job summary

LPL Financial is seeking a Financial Advisor at Together Credit Union in St. Louis, MO. This position allows you to service an existing client base while building new relationships with credit union members seeking financial solutions.

In this role, you will leverage LPL's resources and the credit union's reputation to create customized client solutions. Candidates must have three or more years of investment sales experience and possess a Series 7 and 66 license, along with an insurance license.

Qualifications

• Three or more years of investment sales experience.
• Current Series 7 and 66 (63/65) licenses required.
• Must possess an insurance license.

Responsibilities

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

Skills

Investment sales experience

Financial advising

Client relationship management

Education

Insurance license

Series 7 and 66 (63/65)

Job description

Financial Advisor Together Credit Union

LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Together Credit Union in St. Louis, MO would allow you to join Together 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 Together 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 Together 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

Pay Range: 45,000 – 60,000. 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.