Growth-Focused Financial Advisor on Open-Architecture

LPL Financial; Dayton (OH); On-site; USD 48,000 - 60,000; Full time

Job summary

Universal 1 Credit Union in Dayton, OH seeks a Financial Advisor to partner with TruStage and operate under LPL Financial. You will service an existing book of business and help members achieve their financial goals using an open-architecture platform and thousands of investment products.

This role emphasizes building a strong client base with the credit union’s referral system, delivering client solutions without proprietary products, and leveraging LPL’s technology, resources, and support to

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.
• Grow a strong client base through the credit union’s referral system.
• Leverage LPL tools and support to deliver client solutions.

Skills

Series 7 & 66

Insurance license

Investment sales experience

Job description

Universal 1 Credit Union in Dayton, OH seeks a Financial Advisor to partner with TruStage and operate under LPL Financial. You will service an existing book of business and help members achieve their financial goals using an open-architecture platform and thousands of investment products.

This role emphasizes building a strong client base with the credit union’s referral system, delivering client solutions without proprietary products, and leveraging LPL’s technology, resources, and support to