Investment Consultant

2 weeks ago


Tulsa, Oklahoma, United States LPL Financial Full time
Elevate Your Career as a Financial Consultant
Your professional journey should lead to genuine opportunities.
LPL Financial collaborates with TruStage to provide a comprehensive range of financial services tailored for credit union clientele.

This role allows you to become a Financial Consultant associated with TruStage, enhancing the financial well-being of members through Oklahoma Central Credit Union.

In this framework, Financial Consultants operate independently from LPL Financial.

The Investment Program at Oklahoma Central Credit Union is committed to community support, and you will be part of a dedicated team focused on assisting members at every phase of their financial journey.

This rewarding position enables you to advance your career while delivering essential financial solutions to individuals and families relying on Oklahoma Central Credit Union.

What This Role Offers:
- The opportunity to manage an established client portfolio from day one.
- The chance to cultivate a robust client network through the credit union's outstanding referral system.
- Access to multiple branch territories with a solid deposit base, including current members seeking advisory support for their financial aspirations.
- The potential to attract new clients from the credit union's member base.
- The freedom to develop client solutions without being limited to proprietary products.
- The ability to expand your practice with LPL's advanced tools, technology, and support.
- The advantage of LPL's extensive experience in aiding financial institutions to enhance and optimize their investment programs.
- The opportunity to leverage the credit union's esteemed reputation and community presence.
As an advisor linked with LPL Financial, you will benefit from our unwavering commitment to support you in serving your clients effectively.

Your Partnership Includes:
- Access to our proprietary technology and a suite of tailored services.
- An open architecture platform offering thousands of investment products from leading third-party sponsors.
- Resources and expertise across the organization to assist you in crafting client solutions.
- The autonomy to design solutions that align with your client's objectives.
Whatever your vision of success, we are here to support you at every step.

Qualifications:
- Series 7 and 66 (63/65) licenses are mandatory.
- An insurance license is required.
- A minimum of three years of experience in investment sales.

Compensation:
Salary range: $60,000-$125,000, influenced by various factors including skills, experience, and work location. This position is also eligible for sales incentive compensation.

***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, Oklahoma Central Credit Union.

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