Financial Advisor

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Financial Advisor at TruStage Wealth Management helping clients with financial solutions. Build a client base through referrals while utilizing proprietary tools and resources.

Posted 7/2/2026full-timeRemote • Arizona • 🇺🇸 United StatesMid-LevelSenior💰 $60,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact

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

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
Employee benefits package

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Investment SalesFinancial SolutionsClient Solutions DevelopmentBook of Business ManagementReferral System Utilization

Soft Skills

Client ServiceCommunicationRelationship Building

Certifications

Series 7Series 66Insurance License