Wealth Advisor – Build Your Client Book & Community Impact

LPL Financial; Grabill (IN); On-site; USD 50,000 - 75,000; Full time

Job summary

LPL Financial, in partnership with TruStage and INTERRA CREDIT UNION in Grabill, IN, is seeking a Financial Advisor. You would join INTERRA CREDIT UNION as a TruStage advisor affiliated with LPL Financial, with the model where advisors are not employees of LPL.

You will have access to proprietary technology, a broad product universe, and support to grow an established book and attract new clients, leveraging the credit union's referral system.

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 new client base through the credit union’s referral system.
• Leverage LPL tools and support to create client solutions.
• Work across multiple branch territories to expand client relationships.

Skills

Series 7 and 66

Insurance license

Investment sales experience

Job description

LPL Financial, in partnership with TruStage and INTERRA CREDIT UNION in Grabill, IN, is seeking a Financial Advisor. You would join INTERRA CREDIT UNION as a TruStage advisor affiliated with LPL Financial, with the model where advisors are not employees of LPL.

You will have access to proprietary technology, a broad product universe, and support to grow an established book and attract new clients, leveraging the credit union's referral system.