LPL Financial

Financial Advisor

LPL Financial

full-time

Posted on:

Location Type: Remote

Location: Oregon • United States

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Salary

💰 $50,000 - $60,000 per year

About the role

  • Join TruStage as a Financial Advisor working for TruStage and associated with LPL Financial
  • Service a book of business upon hire
  • Build a strong client base with the credit union’s 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
  • 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
  • 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 & Tools
investment sales
Soft Skills
client relationship managementbusiness development
Certifications
Series 7Series 66insurance license