LPL Financial
Financial Advisor - Wright-Patt Credit Union
LPL Financial, Columbus, Ohio, United States, 43224
Overview
Financial Advisor - Wright-Patt Credit Union. This opportunity, in partnership with LPL Financial, allows you to join Wright-Patt Credit Union in Columbus, OH as a Financial Advisor associated with LPL Financial. Advisors are not employees of LPL Financial. The Investment Program at Wright-Patt Credit Union supports the local community with a complete menu of financial services and a team dedicated to helping members at every stage of their financial life. This position offers the potential to grow your career and business by serving Wright-Patt Credit Union members and expanding through the credit union’s referral network. Responsibilities
Service an existing book of business (where applicable). Build a strong client base using the credit union’s referral system. Engage with branch territories that have significant deposit bases to support members’ financial goals (where applicable). Identify and obtain 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 investment programs. Capitalize on the credit union’s reputation and community standing. Partner and Resources
Access to proprietary technology and customized services. Open architecture platform with access to thousands of investment products from leading third-party sponsors. Firm resources and expertise to help create client solutions. Freedom to tailor solutions to your clients’ goals. Requirements
Series 7 and 66 (63/65) required. Insurance license required. Three or more years of investment sales experience. Apply
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Wright-Patt Credit Union; LPL Financial would hold securities/insurance licenses in accordance with regulatory requirements. Disclosures
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wright-Patt Credit Union. REQUIRED DISCLOSURE(S) Tracking # 1-05026674 Pay Range: $30,000 - $75,000. The salary range depends on factors including skill, experience, and location. This position is eligible for sales incentive compensation. Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Other related roles include Financial Advisor – Experienced Professionals; Vice President for Operations and Finance; U.S. Private Bank – Private Banker – Vice President or Executive Director; J.P. Morgan Wealth Management – Private Client Advisor (OH region).
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Financial Advisor - Wright-Patt Credit Union. This opportunity, in partnership with LPL Financial, allows you to join Wright-Patt Credit Union in Columbus, OH as a Financial Advisor associated with LPL Financial. Advisors are not employees of LPL Financial. The Investment Program at Wright-Patt Credit Union supports the local community with a complete menu of financial services and a team dedicated to helping members at every stage of their financial life. This position offers the potential to grow your career and business by serving Wright-Patt Credit Union members and expanding through the credit union’s referral network. Responsibilities
Service an existing book of business (where applicable). Build a strong client base using the credit union’s referral system. Engage with branch territories that have significant deposit bases to support members’ financial goals (where applicable). Identify and obtain 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 investment programs. Capitalize on the credit union’s reputation and community standing. Partner and Resources
Access to proprietary technology and customized services. Open architecture platform with access to thousands of investment products from leading third-party sponsors. Firm resources and expertise to help create client solutions. Freedom to tailor solutions to your clients’ goals. Requirements
Series 7 and 66 (63/65) required. Insurance license required. Three or more years of investment sales experience. Apply
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Wright-Patt Credit Union; LPL Financial would hold securities/insurance licenses in accordance with regulatory requirements. Disclosures
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wright-Patt Credit Union. REQUIRED DISCLOSURE(S) Tracking # 1-05026674 Pay Range: $30,000 - $75,000. The salary range depends on factors including skill, experience, and location. This position is eligible for sales incentive compensation. Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Other related roles include Financial Advisor – Experienced Professionals; Vice President for Operations and Finance; U.S. Private Bank – Private Banker – Vice President or Executive Director; J.P. Morgan Wealth Management – Private Client Advisor (OH region).
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