Financial Advisor

📋 Description

• Become a Financial Advisor at Trustage Wealth Management, representing TruStage.

• Manage an existing portfolio of clients from day one.

• Develop a robust clientele through the credit union’s outstanding referral program.

• Acquire new clients leveraging the credit union’s member network.

• Design client solutions without being restricted to proprietary offerings.

• Expand your business utilizing LPL’s advanced tools, technology, and support.

• Take advantage of the credit union’s esteemed reputation and community presence.

⛳️ Requirements

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

• An insurance license is required.

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

🏝️ Benefits

• Gain access to our proprietary technology along with a range of customized services.

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

• Benefit from resources and expertise within the firm to assist in creating client solutions.

• Enjoy the autonomy to develop solutions tailored to your client’s objectives.