Wealth Advisor – Delta Community Credit Union

LPL Financial Services; Atlanta (GA); On-site; USD 81,000 - 103,000; Full time

Job summary

A prominent opportunity with Delta Community Credit Union as a Wealth Advisor associated with LPL Financial in Metro Atlanta. This role focuses on establishing investment solutions for clients, supported by a robust referral system and corporate infrastructure. Ideal candidates will have requisite licenses and extensive investment sales experience, with the flexibility to create custom solutions for clients' financial needs.

Qualifications

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

Responsibilities

• Build and manage a strong client base leveraging referrals.
• Assist clients in achieving their financial goals.
• Create tailored client solutions using various investment products.

Skills

Client Relationship Management

Investment Strategy Development

Sales Skills

Job description

Wealth Advisor – Delta Community Credit Union

Your career path should lead to real opportunity

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Delta Community Credit Union in Metro Atlanta, GA would allow you to join the Investment Program at Delta Community Credit Union as a Wealth Advisor associated with LPL Financial. Under this model Wealth Advisors are not employees of LPL Financial.

The Investment Program at Delta Community Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to Delta Community Credit Union for financial solutions. This position will offer:

• The ability to build a strong client base with the credit union’s exceptional referral system
• Several branch territories with a significant deposit base, which includes current members who need an advisor to support their financial goals [IF APPLICABLE]
• The opportunity to find new clients via the credit union’s member base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with LPL’s combination of tools, technology, and support
• The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the credit union’s reputation and community standing

As a Wealth Advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

• Access to our proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your client’s goals

Whatever your vision of success, we’re with you every step of the way.

Requirements:

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

Apply online at:By submitting an application, you are not applying for employment with LPL Financial. Employment is with Delta Community Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Delta Community Credit Union.

Pay Range:$81,896.80-$102,371.00The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.