LPL Financial
Financial Advisor - Mid Hudson Valley Federal Credit Union
LPL Financial, Model City, New York, United States
Join to apply for the
Financial Advisor - Mid Hudson Valley Federal Credit Union
role at
LPL Financial
Get AI-powered advice on this job and more exclusive features.
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 Mid Hudson Valley Federal Credit Union in Middletown, NY would allow you to join Mid Hudson Valley Federal 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 Mid Hudson Valley Federal 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.
Key Benefits
The ability to service a 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
Partner Advantages
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
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.
Pay Range: $45,000 - $75,000. 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 Mid-Senior level
Employment type Full-time
Job function Finance and Sales
Referrals increase your chances of interviewing at LPL Financial by 2x
Get notified about new Financial Advisor jobs in
Middletown, NY .
#J-18808-Ljbffr
Financial Advisor - Mid Hudson Valley Federal Credit Union
role at
LPL Financial
Get AI-powered advice on this job and more exclusive features.
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 Mid Hudson Valley Federal Credit Union in Middletown, NY would allow you to join Mid Hudson Valley Federal 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 Mid Hudson Valley Federal 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.
Key Benefits
The ability to service a 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
Partner Advantages
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
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.
Pay Range: $45,000 - $75,000. 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 Mid-Senior level
Employment type Full-time
Job function Finance and Sales
Referrals increase your chances of interviewing at LPL Financial by 2x
Get notified about new Financial Advisor jobs in
Middletown, NY .
#J-18808-Ljbffr