Financial Advisor
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Job Description
Financial Advisor at Trustage Wealth Management working for TruStage. Responsible for servicing finances and creating client solutions with a strong referral base.
Responsibilities:
- Join Trustage Wealth Management as a Financial Advisor working for TruStage
- Service a book of business upon hire
- Build a strong client base with the credit union’s exceptional referral system
- Find new clients via the credit union’s member base
- Create client solutions without proprietary products
- Grow your business with LPL’s tools, technology, and support
- 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
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