LPL Financial
Financial Advisor - TruStage Wealth Management Consulting Services at Consumers
LPL Financial, Elgin, Illinois, us, 60122
Financial Advisor – TruStage Wealth Management Consulting Services at Consumers Credit Union
LPL Financial partners with banks to offer a complete menu of financial services. This opportunity at TruStage Wealth Management Consulting Services in Elgin, IL allows you to join an Investment Program as a Financial Advisor associated with LPL Financial.
As an advisor, you are not an employee of LPL Financial but an independent professional working within the model’s integrated banking solutions. Responsibilities
Take over an existing book of business. Build a strong client base using the bank’s referral system. Support current and new clients across the bank’s territories. Create client solutions without proprietary products. Grow your business using LPL’s tools, technology, and support. Leverage LPL’s experience to maximize the investment program for the institution. Benefits
Access to proprietary technology and customized services. Open‑architecture platform with thousands of investment products. Resources and expertise across the firm to help create client solutions. Freedom to tailor solutions to each client’s goals. Requirements
Series 7 and Series 66 (or 63/65) required. Insurance license required. Three or more years of investment sales experience. Compensation
Pay Range: $60,000–$80,000.
Eligible for sales incentive compensation. Additional Information
Location: Elgin, IL. Seniority level: Mid‑Senior Employment type: Full‑time Job function: Finance and Sales
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LPL Financial partners with banks to offer a complete menu of financial services. This opportunity at TruStage Wealth Management Consulting Services in Elgin, IL allows you to join an Investment Program as a Financial Advisor associated with LPL Financial.
As an advisor, you are not an employee of LPL Financial but an independent professional working within the model’s integrated banking solutions. Responsibilities
Take over an existing book of business. Build a strong client base using the bank’s referral system. Support current and new clients across the bank’s territories. Create client solutions without proprietary products. Grow your business using LPL’s tools, technology, and support. Leverage LPL’s experience to maximize the investment program for the institution. Benefits
Access to proprietary technology and customized services. Open‑architecture platform with thousands of investment products. Resources and expertise across the firm to help create client solutions. Freedom to tailor solutions to each client’s goals. Requirements
Series 7 and Series 66 (or 63/65) required. Insurance license required. Three or more years of investment sales experience. Compensation
Pay Range: $60,000–$80,000.
Eligible for sales incentive compensation. Additional Information
Location: Elgin, IL. Seniority level: Mid‑Senior Employment type: Full‑time Job function: Finance and Sales
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