Financial Advisor
LPL Financial
full-time
Posted on:
Location Type: Office
Location: Cloquet • Minnesota • 🇺🇸 United States
Visit company websiteSalary
💰 $65,000 - $75,000 per year
Job Level
Mid-LevelSenior
About the role
- Join the Investment Program at Northwoods Credit Union as a Financial Advisor associated with LPL Financial
- Support the local community with a complete menu of financial services
- Grow your career and business, helping people and families with their financial solutions
Requirements
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Benefits
- The ability to service an existing 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
- 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
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment salesfinancial services
Soft skills
communicationcustomer servicerelationship building
Certifications
Series 7Series 66Insurance license