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LPL Financial

Financial Advisor - Merrimack Valley Credit Union

LPL Financial, Lawrence

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Credit Union
Financial Advisor - Merrimack Valley Credit Union
Your career path should lead to real opportunity
LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Merrimack Valley Credit Union in Lawrence, MA would allow you to join Merrimack Valley 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 Merrimack Valley 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.
This exciting position will allow you to grow your career and business, helping the people and families that look to Merrimack Valley 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 unions 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 unions member base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPLs combination of tools, technology, and support
  • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the credit unions 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 clients goals
Whatever your vision of success, were 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 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.
  • 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, Merrimack Valley Credit Union.
Tracking # 1-05026674
Pay Range:$45,000 - $75,000
The salary range is dependent on a number of factors, including the applicants skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
Seniority level
  • Seniority level
    Mid-Senior level
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Finance and Sales

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