Hybrid Financial Advisor — Growth & Planning

Workers Credit Union; Littleton (MA); Hybrid; USD 60,000 - 200,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k) with company match

Tuition reimbursement

EAP and professional development

Job summary

Workers Credit Union is seeking a Financial Advisor to develop client relationships and deliver comprehensive financial planning and investment advisory services. You will work through the Workers Investments & Planning Solutions program with LPL Financial to offer a full suite of financial products and wealth management guidance.

The role emphasizes relationship-building, sales targets, regulatory compliance, and collaboration with branch personnel to support member financial goals.

Qualifications

• Bachelor’s or higher degree in business, finance, or related field is required.
• FINRA SIE and appropriate securities licenses are required or will be pursued.
• Strong knowledge of investments, retirement planning, and insurance products.

Responsibilities

• Develop and maintain relationships with members and clients through proactive outreach and seminars.
• Provide comprehensive financial planning and advisory services tailored to individual needs.
• Sell investment and insurance products through the broker-dealer network and manage assets under management.
• Collaborate with branch staff to identify opportunities and maximize referrals.
• Maintain regulatory compliance and complete required licensing and training.

Skills

Relationship management

Business development

Networking

Financial planning

Education

Associate or bachelor's degree in business, finance, or related field

Tools

CRM systems

Microsoft Office (Excel, Word, Outlook)

Financial planning software

Job description

Workers Credit Union is seeking a Financial Advisor to develop client relationships and deliver comprehensive financial planning and investment advisory services. You will work through the Workers Investments & Planning Solutions program with LPL Financial to offer a full suite of financial products and wealth management guidance.

The role emphasizes relationship-building, sales targets, regulatory compliance, and collaboration with branch personnel to support member financial goals.