Wealth Advisor - On-Site at Troy Credit Union

LPL Financial; Troy (MI); On-site; USD 59,000 - 70,000; Full time

Job summary

Cornerstone Community Financial Credit Union, in partnership with LPL Financial, is seeking a Wealth Advisor to deliver investment and insurance solutions at the Troy, MI branch. You will act as a dedicated advisor to a defined book of business and collaborate with branch managers to grow client referrals.

The role requires investment sales experience, active FINRA registrations, and licenses; strong client service and communication skills are essential.

Qualifications

• Minimum of two (2) years investment sales experience.
• Active Life Insurance License, Series 7, Series 63/65 as required by state of hire.
• FINRA registrations must be current and active.
• Strong client service orientation and consultative sales approach.
• On-site role at a Troy, MI branch with collaboration across branches.

Responsibilities

• Act as a dedicated Wealth Advisor to a branch or multiple branches.
• Solicit new and existing investments and insurance solutions for clients.
• Deliver needs-based financial solutions across brokerage, advisory, and insurance products.
• Maintain compliance with regulatory, broker-dealer, and institution requirements.
• Foster relationships with branch staff and centers of influence to drive referrals and sales.
• Meet or exceed sales goals within assigned territory while upholding policies.

Skills

Client relationship

Sales skills

Communication

Self-motivation

Independent work

Education

High school diploma

Bachelor’s degree preferred

Tools

Microsoft Office

PowerPoint

Job description

Cornerstone Community Financial Credit Union, in partnership with LPL Financial, is seeking a Wealth Advisor to deliver investment and insurance solutions at the Troy, MI branch. You will act as a dedicated advisor to a defined book of business and collaborate with branch managers to grow client referrals.

The role requires investment sales experience, active FINRA registrations, and licenses; strong client service and communication skills are essential.