LPL Financial
Financial Advisor - Allegacy Federal Credit Union
LPL Financial, Winston Salem, North Carolina, United States, 27104
Overview
Credit Union
Financial Advisor -
Allegacy Federal Credit Union
Your career path should lead to real opportunity
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Allegacy Federal Credit Union in Winston-Salem, NC would allow you to join the Investment Program at Allegacy Federal Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at Allegacy Federal Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.
Responsibilities and opportunities
The opportunity to grow your career and business by helping the people and families that look to Allegacy Federal Credit Union for financial solutions.
The ability to service an existing book of business upon hire [IF APPLICABLE]
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 [IF APPLICABLE]
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
Advisor partnership and resources 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 Apply online at:
By submitting an application, you are not applying for employment with LPL Financial. Employment is with Allegacy Federal Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
Disclosures ***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, Allegacy Federal Credit Union.
Tracking # 1-05026674
Pay Range: $45,000-$75,000. 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.
#J-18808-Ljbffr
Financial Advisor -
Allegacy Federal Credit Union
Your career path should lead to real opportunity
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Allegacy Federal Credit Union in Winston-Salem, NC would allow you to join the Investment Program at Allegacy Federal Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at Allegacy Federal Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.
Responsibilities and opportunities
The opportunity to grow your career and business by helping the people and families that look to Allegacy Federal Credit Union for financial solutions.
The ability to service an existing book of business upon hire [IF APPLICABLE]
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 [IF APPLICABLE]
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
Advisor partnership and resources 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 Apply online at:
By submitting an application, you are not applying for employment with LPL Financial. Employment is with Allegacy Federal Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
Disclosures ***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, Allegacy Federal Credit Union.
Tracking # 1-05026674
Pay Range: $45,000-$75,000. 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.
#J-18808-Ljbffr