Financial Advisor
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Job Description
Financial Advisor at TruStage Wealth Management helping clients with financial solutions. Build a client base through referrals while utilizing proprietary tools and resources.
Responsibilities:
- This position will allow you to grow your career and business, helping the people and families that look to TruStage Wealth Management for financial solutions.
- The ability to service a book of business upon hire
- The ability to build a strong client base with the credit union’s exceptional referral system
- Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
- 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
Requirements:
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Benefits:
- 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
- Employee benefits package
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