Strategic Financial Advisor — Grow Your Client Base

LPL Financial; Fort Wayne (IN); On-site; USD 75,000 - 200,000; Full time

Job summary

3 Rivers Federal Credit Union in Fort Wayne, IN, partners with LPL Financial to offer a full financial services menu to bank clients. This Investment Program role lets you join as a Financial Advisor associated with LPL Financial, while not being an employee of LPL Financial.

You will support clients through a complete range of financial solutions, with access to thousands of investment products and a strong referral network from the bank.

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 bank's referral system
• Grow the client base across multiple branch territories

Job description

3 Rivers Federal Credit Union in Fort Wayne, IN, partners with LPL Financial to offer a full financial services menu to bank clients. This Investment Program role lets you join as a Financial Advisor associated with LPL Financial, while not being an employee of LPL Financial.

You will support clients through a complete range of financial solutions, with access to thousands of investment products and a strong referral network from the bank.