TruStage, in partnership with LPL Financial, is seeking a Financial Advisor to provide financial services to credit union clients. In this role, you’ll leverage an existing book of business and a robust referral system to build lasting client relationships and create tailored solutions without proprietary product constraints.
What You'll Do
- Service an established book of business from day one.
- Build a strong client base utilizing the credit union’s exceptional member referral system.
- Find new clients directly through the credit union's member base.
- Create client-specific financial solutions without being limited to proprietary products.
- Grow your practice with LPL Financial’s combination of tools, technology, and support.
What We're Looking For
- Active Series 7 and 66 (or 63/65) licenses.
- Active insurance license.
- Three or more years of investment sales experience.
Team & Environment
You will be employed by TruStage and operate as a Financial Advisor associated with LPL Financial, providing services to credit union clients.
Benefits & Compensation
- Salary: $50,000 - $60,000.
- Access to proprietary technology and a suite of customized services.
- Open architecture platform with access to thousands of third-party investment products.
- Resources and firm-wide expertise to help develop client solutions.
- Freedom to create solutions specific to your client’s goals.
Work Mode
This is a fully remote position open to candidates across the United States.
TruStage is dedicated to helping members in every stage of their financial life.
