Financial Advisor

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Financial Advisor at Trustage Wealth Management working for TruStage. Responsible for servicing finances and creating client solutions with a strong referral base.

Posted 5/2/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $50,000 - $60,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience

Benefits

Comp & perks

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

ATS Keywords

✓ Tailor your resume

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