Financial Services Professional

2 days ago


Wood River, Illinois, United States LPL Financial Holdings, Inc. Full time
Unlock Your Potential as a Financial Advisor

LPL Financial partners with TruStage to offer a comprehensive suite of financial services to credit union clients. This employment opportunity at TruStage, located at 1st MidAmerica Credit Union in Wood River, IL, presents a unique chance to join 1st MidAmerica 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.

About the Role

The Investment Program at 1st MidAmerica Credit Union is dedicated to supporting the local community, and you will be part of a team committed to helping members at every stage of their financial life. This exciting position will enable you to grow your career and business, helping the people and families that rely on 1st MidAmerica Credit Union for financial solutions.

Key Benefits
  • Service an existing book of business upon hire
  • Build a strong client base with the credit union's exceptional referral system
  • Access to several branch territories with a significant deposit base, including current members who need an advisor to support their financial goals
  • Opportunity to find new clients via the credit union's member base
  • Ability to create client solutions without proprietary products
  • Grow your business with LPL's combination of tools, technology, and support
  • Benefit from LPL's experience helping financial institutions grow and maximize their investment programs
  • Opportunity to capitalize on the credit union's reputation and community standing
Your Partnership with LPL Financial

As an advisor associated with LPL Financial, you will benefit from our commitment to supporting 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 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.

***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, 1st MidAmerica Credit Union.

Pay Range: $50,000 - $75,000

The 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.



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