LPL Financial
Financial Advisor - Texas Trust Credit Union
LPL Financial, Dallas, Texas, United States, 75215
Financial Advisor - Texas Trust Credit Union
Join to apply for the
Financial Advisor - Texas Trust Credit Union
role at
LPL Financial Financial Advisor - Texas Trust Credit Union
2 weeks ago Be among the first 25 applicants Join to apply for the
Financial Advisor - Texas Trust Credit Union
role at
LPL Financial Financial Advisor –
Texas Trust Credit Union
Your career path should lead to real opportunity
LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Texas Trust Credit Union in Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at Texas Trust Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to Texas Trust Credit Union for financial solutions. This position will offer:
The ability to service an existing book of business upon hire The ability to build a strong client base with the credit union’s exceptional referral system Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals The opportunity to find new clients via the credit union’s member base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL’s combination of tools, technology, and support The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the credit union’s reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client’s goals
Whatever your vision of success, we’re with you every step of the way.
Requirements:
Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience
Apply online at:
By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Texas Trust Credit Union.
Tracking # 1-05026674
Pay Range:48000 - 60000
The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at LPL Financial by 2x Sign in to set job alerts for “Financial Advisor” roles.
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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Join to apply for the
Financial Advisor - Texas Trust Credit Union
role at
LPL Financial Financial Advisor - Texas Trust Credit Union
2 weeks ago Be among the first 25 applicants Join to apply for the
Financial Advisor - Texas Trust Credit Union
role at
LPL Financial Financial Advisor –
Texas Trust Credit Union
Your career path should lead to real opportunity
LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Texas Trust Credit Union in Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at Texas Trust Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to Texas Trust Credit Union for financial solutions. This position will offer:
The ability to service an existing book of business upon hire The ability to build a strong client base with the credit union’s exceptional referral system Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals The opportunity to find new clients via the credit union’s member base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL’s combination of tools, technology, and support The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the credit union’s reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client’s goals
Whatever your vision of success, we’re with you every step of the way.
Requirements:
Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience
Apply online at:
By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Texas Trust Credit Union.
Tracking # 1-05026674
Pay Range:48000 - 60000
The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at LPL Financial by 2x Sign in to set job alerts for “Financial Advisor” roles.
Dallas, TX $150,000.00-$500,000.00 2 weeks ago Plano, TX $69,920.00-$133,620.00 21 hours ago Dallas, TX $65,000.00-$78,000.00 2 weeks ago Dallas, TX $60,000.00-$70,000.00 2 days ago Financial Advisor - Career Changers Encouraged to Apply!
Dallas, TX $115,000.00-$280,000.00 3 weeks ago Dallas, TX $50,000.00-$500,000.00 2 weeks ago Director of Financial Planning and Analysis
Intermediate Retirement Income Specialist
Plano, TX $63,590.00-$121,530.00 21 hours ago Dallas-Fort Worth Metroplex $70,000.00-$100,000.00 1 day ago Financial Advisor (Career Changers Welcome!)
Dallas, TX $61,000.00-$250,000.00 1 month ago Audit (Business and Finance) | Analyst | Dallas
Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)
Financial Advisor - Dallas (Career Changers Encouraged to Apply!)
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Strategist, Vice President - Dallas or Houston
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr