LPL Financial
Financial Advisor - Together Credit Union
LPL Financial, Saint Louis, Missouri, United States, 63146
Job Overview
LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Together Credit Union in St. Louis, MO would allow you to join Together Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Together 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. Responsibilities and Benefits
This exciting position will allow you to grow your career and business, helping the people and families that look to Together 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 Requirements
Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Together Credit Union. LPL Financial is an equal opportunity employer.
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LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Together Credit Union in St. Louis, MO would allow you to join Together Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Together 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. Responsibilities and Benefits
This exciting position will allow you to grow your career and business, helping the people and families that look to Together 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 Requirements
Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Together Credit Union. LPL Financial is an equal opportunity employer.
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