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LPL Financial · 3 hours ago

Financial Advisor - Educational Systems Federal Credit Union

Greenbelt, MD

Full-time

Onsite

Mid Level

$45K/yr - $75K/yr

3+ years exp

LPL Financial partners with TruStage to provide financial services to credit union clients. The Financial Advisor will work closely with Educational Systems Federal Credit Union to support members in achieving their financial goals and will have access to a range of resources to build a client base and create tailored financial solutions.

FinanceFinancial Services

H1B Sponsor Likely

Responsibilities

The ability to service an existing book of business upon hire

The ability to build a strong client base with the credit union’s exceptional referral system

Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals

The opportunity to find new clients via the credit union’s member 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 credit union’s reputation and community standing

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

Qualification

Series 7 licenseSeries 66 licenseInsurance licenseInvestment sales experienceClient solutions

Required

Series 7 and 66 (63/65) required

Insurance license required

Three or more years of investment sales experience

Benefits