LPL Financial
Financial Advisor - Mid Hudson Valley Federal Credit Union
LPL Financial, Kingston, New York, United States
Financial Advisor - Mid Hudson Valley Federal Credit Union
Join to apply for the
Financial Advisor - Mid Hudson Valley Federal Credit Union
role at
LPL Financial . The position, offered through TruStage in partnership with LPL Financial, focuses on helping members at every stage of their financial life.
Key benefits and opportunities include:
The ability to service a book of business upon hire
Build a strong client base with the credit union’s exceptional referral system
Several branch territories with a significant deposit base, including current members who need an advisor to support their financial goals
Find new clients via 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 LPL’s proprietary technology and dedicated support. Resources and expertise across the firm help you create client solutions and give you the freedom to tailor solutions for each client’s goals.
Access to proprietary technology and customized services
An open architecture platform with thousands of investment products from leading third‑party sponsors
Resources and expertise across LPL to help create client solutions
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
Pay Range: $45,000 – $75,000. This position is also eligible to earn sales incentive compensation.
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Financial Advisor - Mid Hudson Valley Federal Credit Union
role at
LPL Financial . The position, offered through TruStage in partnership with LPL Financial, focuses on helping members at every stage of their financial life.
Key benefits and opportunities include:
The ability to service a book of business upon hire
Build a strong client base with the credit union’s exceptional referral system
Several branch territories with a significant deposit base, including current members who need an advisor to support their financial goals
Find new clients via 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 LPL’s proprietary technology and dedicated support. Resources and expertise across the firm help you create client solutions and give you the freedom to tailor solutions for each client’s goals.
Access to proprietary technology and customized services
An open architecture platform with thousands of investment products from leading third‑party sponsors
Resources and expertise across LPL to help create client solutions
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
Pay Range: $45,000 – $75,000. This position is also eligible to earn sales incentive compensation.
#J-18808-Ljbffr