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Wealth Advisor

1 month ago

Peachtree City, Georgia, United States LPL Financial Full time

Wealth Advisor - Delta Community Credit Union

Unlock Your Potential with a Rewarding Career

LPL Financial collaborates with credit unions to provide a comprehensive range of financial services to clients. This exciting opportunity at Delta Community Credit Union in Peachtree City, GA offers you the chance to join the Investment Program as a Financial Advisor affiliated with LPL Financial. In this role, Financial Advisors operate independently from LPL Financial.

The Investment Program at Delta Community Credit Union serves the local community by offering a full spectrum of financial services. Join a dedicated team committed to assisting members at all stages of their financial journey.

This dynamic position enables you to advance your career and business while aiding individuals and families seeking financial solutions from Delta Community Credit Union. This role provides:

  • The opportunity to establish a solid client base leveraging the credit union's exceptional referral system
  • Multiple branch territories with a substantial deposit base, including current members in need of financial guidance
  • Potential to acquire new clients through the credit union's member network
  • Freedom to devise client solutions without being tied to specific products
  • Access to LPL's tools, technology, and support to expand your business
  • Benefit from LPL's expertise in helping financial institutions develop and optimize their investment programs
  • Leverage the credit union's reputation and community presence

As an LPL Financial-affiliated advisor, you will enjoy our dedication to supporting you so you can focus on serving your clients. Partnership perks include:

  • Utilization of our advanced technology and tailored services
  • An open architecture platform with a broad range of investment products from top third-party sponsors
  • Access to resources and expertise across the organization for creating tailored client solutions
  • Flexibility to craft solutions aligned with your clients' objectives

Regardless of your definition of success, we are committed to being by your side throughout your journey.

Qualifications:

  • Required certifications: Series 7 and 66 (63/65), Insurance license, CFP
  • Minimum three years of experience in investment sales

Application Process:

Apply online through the provided platform. Note that application submission is for Delta Community Credit Union employment, with securities/insurance licenses held by LPL Financial to comply with regulations.

Important Information

These investment services are conducted through LPL or its affiliates, distinct entities from Delta Community Credit Union.