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Financial Advisor - Trustage Wealth Management Consulting Services At Consumers Credit Union

Expand client base by leveraging bank referrals to grow assets under management
Elgin, Illinois, United States
Mid-Level
$60,000 – 80,000 USD / year
yesterday
LPL Financial

LPL Financial

Provides independent financial advisors and institutions with brokerage, investment advisory, and technology platforms to serve retail investors.

8 Similar Jobs at LPL Financial

Career Opportunity At TruStage Wealth Management Consulting Services

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at TruStage Wealth Management Consulting Services at Consumers Credit Union in Elgin, IL would allow you to join the Investment Program at TruStage Wealth Management Consulting Services at Consumers Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at TruStage Wealth Management Consulting Services at Consumers Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to TruStage Wealth Management Consulting Services at Consumers Credit Union for financial solutions. This position will offer:

  • The ability to take over an existing book of business.
  • The ability to build a strong client base with the Bank's exceptional referral system
  • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
  • The opportunity to find new clients via the bank's client base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL's combination of tools, technology, and support
  • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the bank's reputation and community standing

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:

  • 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

Whatever your vision of success, we're with you every step of the way.

Requirements:

  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience

Pay Range: 60000 - 80000 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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Financial Advisor - Trustage Wealth Management Consulting Services At Consumers Credit Union
Elgin, Illinois, United States
$60,000 – 80,000 USD / year
Support
About LPL Financial
Provides independent financial advisors and institutions with brokerage, investment advisory, and technology platforms to serve retail investors.