Financial Advisor - Universal 1 Credit Union

lplfinancial; Dayton (OH); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Access to proprietary technology and a

Open architecture platform with many投资

Support from LPL

Job summary

LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This opportunity at UNIVERSAL 1 CREDIT UNION in Dayton, OH enables you to join as a Financial Advisor working for TruStage and associated with LPL Financial.

As an advisor, you will service existing clients, build a robust referral-based book, and expand into new clients from the credit union member base, with the freedom to tailor client solutions without proprietary products.

Qualifications

• Series 7 and 66 (63/65) 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 with the credit union's referral system.
• Find new clients via the credit union's member base.
• Create client solutions without proprietary products.
• Grow your business with LPL's tools, technology, and support.

Skills

Series 7 & 66 licenses

Insurance license

Investment sales experience

Job description

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 UNIVERSAL 1 CREDIT UNION in Dayton, OH would allow you to join UNIVERSAL 1 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 UNIVERSAL 1 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 UNIVERSAL 1 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:

Benefits:

• 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.
• This position is also eligible to earn sales incentive compensation.

Requirements:

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

Pay Range: 50000 - 75000

The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location.