1st MidAmerica Credit Union · 16 hours ago
Financial Advisor
Wood River, IL
Full-time
Onsite
Mid Level
$50K/yr - $75K/yr
3+ years exp1st MidAmerica Credit Union partners with TruStage to offer comprehensive financial services. The Financial Advisor role involves servicing an existing client base and building new relationships within the community to support clients' financial goals.
BankingCreditCredit CardsFinancial Services
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
Required
Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience
Company
1st MidAmerica Credit Union
1st MidAmerica Credit Union offers checking, savings, credit cards, loans, banking and financial services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Alan Meyer
President/CEO
Robert Blacklock
SVP/CFO
Recent News
Alton Telegraph
2023-12-24
Company data provided by crunchbase