Financial Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Join TruStage Wealth Management as a Financial Advisor, collaborating with TruStage and affiliated with LPL Financial.

• Manage a portfolio of clients from day one.

• Establish a robust client base utilizing the credit union’s outstanding referral network.

• Acquire new clients through the credit union’s member community.

• Develop client solutions without being restricted to proprietary products.

• Expand your business using LPL’s array of tools, technology, and support.

• Leverage the credit union’s esteemed reputation and community presence.

⛳️ Requirements

• Possession of Series 7 and 66 (63/65) licenses is mandatory.

• An insurance license is necessary.

• A minimum of three years of experience in investment sales is required.

🏝️ Benefits

• Access to our proprietary technology along with a range of tailored services.

• An open architecture platform offering thousands of investment products from top third-party sponsors.

• Support and expertise from across the firm to assist in creating client solutions.

• The flexibility to design solutions that align with your client’s objectives.