Financial Services Professional

1 day ago


Chicago, 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 Michigan State University Federal Credit Union (MSUFCU) in Chicago, IL, presents a unique chance to join Michigan State University Federal Credit Union (MSUFCU) as a Financial Advisor working for TruStage and associated with LPL Financial. As a Financial Advisor, you will be part of a team dedicated to helping members achieve their financial goals.

Key Responsibilities:
  • Service an existing book of business upon hire
  • Build a strong client base with the credit union's exceptional referral system
  • Grow your business with LPL's combination of tools, technology, and support
  • Create client solutions without proprietary products
  • Capitalise on the credit union's reputation and community standing
Benefits of Partnership:
  • Access to 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

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.

This position is eligible to earn sales incentive compensation. The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. The pay range is $60,000 - $125,000.



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