Financial Advisor
Not Disclosed•Full-TimeOn-site
location_onOn-site
About the Opportunity
LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This role is based at Pentagon Federal Credit Union in Humacao, PR, where you will join a team dedicated to helping members in every stage of their financial life. The Investment Program at Pentagon Federal Credit Union supports the local community, and this position offers a unique chance to grow your career and business while serving the families and individuals who look to the credit union for financial solutions.
As a Financial Advisor associated with LPL Financial, you will benefit from a commitment to support your success so you can better take care of your clients. You will have the freedom to create solutions specific to your clients' goals using an open architecture platform with access to thousands of investment products from leading third-party sponsors. Additionally, you will leverage LPL's experience helping financial institutions grow and maximize their investment programs, utilizing a combination of tools, technology, and support to build a strong client base.
Why Join Us
This position allows you to immediately service a book of business upon hire. You will have access to several branch territories with a significant deposit base, including current members who need an advisor to support their financial goals. The credit union's exceptional referral system provides a strong foundation for building your client base, while the opportunity to find new clients via the credit union's member base allows for organic growth. Furthermore, you will have the opportunity to create client solutions without proprietary products, capitalizing on the credit union's reputation and community standing.
Application Instructions
Please apply online to submit your application. 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 and insurance licenses.
Required Disclosure: These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Pentagon Federal Credit Union.
Work location
Work model: On-site
On-site
Key Responsibilities
- check_circleService a book of business upon hire
- check_circleCreate customized client financial solutions using an open architecture platform
- check_circleBuild a strong client base using the credit union's referral system
- check_circleUtilize LPL's technology and tools to support client financial goals
- check_circleIdentify and acquire new clients from the credit union's member base
Requirements
- verifiedSeries 7 and 66 (63/65) required
- verifiedInsurance license required
- verifiedThree or more years of investment sales experience
Similar Job Opportunities
Frequently asked questions about Financial Advisor at LPL Financial
What does a Financial Advisor at LPL Financial do?expand_more
Day-to-day, the Financial Advisor at LPL Financial will service a book of business upon hire; create customized client financial solutions using an open architecture platform; build a strong client base using the credit union's referral system; and utilize lpl's technology and tools to support client financial goals.
What are the requirements for this Financial Advisor role?expand_more
LPL Financial is looking for candidates who meet the following requirements: Series 7 and 66 (63/65) required; Insurance license required; and Three or more years of investment sales experience.
Where is the Financial Advisor role at LPL Financial located?expand_more
Financial Advisor at LPL Financial is based in On-site. This is a on-site role.
Is this Financial Advisor job remote, hybrid, or on-site?expand_more
LPL Financial has listed this Financial Advisor role as on-site.
How much experience is required for this Financial Advisor role?expand_more
Financial Advisor at LPL Financial typically requires 3+ years of relevant experience at the mid level level.
What skills do you need for the Financial Advisor role at LPL Financial?expand_more
Key skills for Financial Advisor at LPL Financial include Series 7; Series 66; Series 63; Series 65; Insurance License; and Investment Sales.
What category does the Financial Advisor role belong to?expand_more
Financial Advisor at LPL Financial is part of the accounting & finance job category on Recrutus.