Financial Services Professional

1 week ago


Brookfield, Wisconsin, United States LPL Financial Full time

{"h1": "Financial Advisor Opportunity at Summit Credit Union", "p": "At LPL Financial, we partner with TruStage to offer a comprehensive menu of financial services to credit union clients. This employment opportunity at TruStage located at Summit Credit Union in Brookfield, WI, would allow you to join Summit Credit Union 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 in every stage of their financial life.", "ul": [{"li": "Service an existing book of business upon hire"}, {"li": "Build a strong client base with the credit union's exceptional referral system"}, {"li": "Several branch territories with significant deposit base, including current members who need an advisor to support their financial goals"}, {"li": "Find new clients via the credit union's member base"}, {"li": "Create client solutions without proprietary products"}, {"li": "Grow your business with LPL's combination of tools, technology, and support"}, {"li": "Benefit from LPL's experience helping financial institutions grow and maximize their investment programs"}, {"li": "Capitalize on the credit union's reputation and community standing"}], "h2": "Your Partnership with LPL Financial", "p": "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:", "ul": [{"li": "Access to our proprietary technology and a suite of customized services"}, {"li": "An open architecture platform with access to thousands of investment products from leading third-party product sponsors"}, {"li": "Resources and expertise across the firm to help you create client solutions"}, {"li": "The freedom to create solutions specific to your client's goals"}], "h2": "Requirements", "p": "To be successful in this role, you will need:", "ul": [{"li": "Series 7 and 66 (63/65) required"}, {"li": "Insurance license required"}, {"li": "Three or more years of investment sales experience"}], "p": "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.", "p": "These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Summit Credit Union.", "p": "Pay Range: $60,000 - $75,000"}



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