Financial Advisor

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

📋 Description

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

• Manage an existing book of business from the moment you start.

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

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

• Develop client solutions without being limited to proprietary products.

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

⛳️ Requirements

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

• A valid insurance license is required.

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

🏝️ Benefits

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

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

• Resources and expertise available across the firm to assist you in developing client solutions.

• The flexibility to design solutions tailored to your clients’ objectives.

• Comprehensive employee benefits package.