Financial Advisor

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

📋 Description

• Become a part of TruStage Wealth Management as a Financial Advisor, representing TruStage and collaborating with LPL Financial.

• Provide support to the local community and assist members throughout various stages of their financial journey.

• Advance your career and business by guiding clients towards achieving their financial objectives.

⛳️ Requirements

• A valid Series 7 and 66 (63/65) license is mandatory.

• An insurance license is essential.

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

🏝️ Benefits

• The opportunity to manage a book of business from day one.

• The chance to establish a robust client base through the credit union’s outstanding referral network.

• Access to multiple branch territories with a substantial deposit base, including existing members seeking advisory support for their financial aspirations.

• The potential to acquire new clients through the credit union’s member network.

• The ability to devise client solutions without being limited to proprietary products.

• The opportunity to expand your business utilizing LPL’s array of tools, technology, and support.

• The advantage of LPL’s extensive experience in aiding financial institutions to enhance and optimize their investment programs.

• The chance to leverage the credit union’s esteemed reputation and community presence.

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

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

• Resources and expertise from the firm to assist you in crafting solutions for your clients.

• The freedom to design solutions tailored to your client’s specific goals.