LPL Financial
Financial Advisor - Advia Credit Union
LPL Financial, Kalamazoo, Michigan, United States, 49006
Overview
Financial Advisor – Advia Credit Union role at LPL Financial. This employment opportunity at Advia Credit Union in Kalamazoo, MI would allow you to join the Investment Program at Advia Credit Union as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial. Credit Union Responsibilities
Service an existing book of business upon hire. Build a strong client base through the credit union’s referral system. Cover several branch territories with a significant deposit base, including current members who need an advisor to support their financial goals. Identify new clients from the credit union’s member base. Create client solutions without proprietary products. Grow your business with LPL’s tools, technology, and support. Leverage LPL’s experience helping financial institutions grow and maximize their investment programs. 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 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. Requirements
Series 7 and 66 (63/65) required. Insurance license required. Three or more years of investment sales experience. Apply and Disclosures
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Advia Credit Union; however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Advia Credit Union. Tracking # 1-05026674 Pay Range: $70,000 - $80,000. The salary range is dependent on factors such as skill, experience, and work location. This position is eligible to earn sales incentive compensation. Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Location: Kalamazoo, MI
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Financial Advisor – Advia Credit Union role at LPL Financial. This employment opportunity at Advia Credit Union in Kalamazoo, MI would allow you to join the Investment Program at Advia Credit Union as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial. Credit Union Responsibilities
Service an existing book of business upon hire. Build a strong client base through the credit union’s referral system. Cover several branch territories with a significant deposit base, including current members who need an advisor to support their financial goals. Identify new clients from the credit union’s member base. Create client solutions without proprietary products. Grow your business with LPL’s tools, technology, and support. Leverage LPL’s experience helping financial institutions grow and maximize their investment programs. 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 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. Requirements
Series 7 and 66 (63/65) required. Insurance license required. Three or more years of investment sales experience. Apply and Disclosures
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Advia Credit Union; however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Advia Credit Union. Tracking # 1-05026674 Pay Range: $70,000 - $80,000. The salary range is dependent on factors such as skill, experience, and work location. This position is eligible to earn sales incentive compensation. Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Location: Kalamazoo, MI
#J-18808-Ljbffr