Growth-Focused Financial Advisor: Credit Union Partner

lplfinancial; Dayton (OH); Vor Ort; USD 50.000 - 75.000; Vollzeit

Benefits dieser Stelle

Access to proprietary technology and a

Open architecture platform with many投资

Support from LPL

Zusammenfassung

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.

Qualifikationen

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

Aufgaben

• 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.

Kenntnisse

Series 7 & 66 licenses

Insurance license

Investment sales experience

Jobbeschreibung

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.