Financial Advisor

📋 Description

• Become a Financial Advisor at Trustage Wealth Management, associated with TruStage and LPL Financial.

• Manage an existing book of business from the start.

• Develop a robust client portfolio utilizing the credit union's outstanding referral network.

• Design client solutions without being restricted to proprietary products.

• Expand your business with LPL’s diverse tools, technology, and support systems.

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

⛳️ Requirements

• Possession of Series 7 and 66 (or 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 exclusive technology and a range of tailored services.

• Open architecture platform that offers thousands of investment products from top third-party sponsors.

• Support and expertise available across the firm to assist in crafting client solutions.

• The flexibility to develop solutions tailored to your clients' specific objectives.