Senior Financial Advisor - University Federal Credit Union
LPL Financial · Austin, TX, US
12 days agoImpress employers and recruiters.
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About the Role
Join the Investment Program at University Federal Credit Union as a Financial Advisor associated with LPL Financial. This role offers the opportunity to build a strong client base, find new clients, and create client solutions without proprietary products, while leveraging LPL's tools, technology, and support.
Responsibilities
- Build a strong client base using the Credit Union's referral system.
- Support current clients within several branch territories who need an advisor.
- Find new clients via the credit union's client base.
- Create client solutions without proprietary products.
- Grow your business with LPL's tools, technology, and support.
- Leverage LPL's experience in helping financial institutions grow investment programs.
- Capitalize on the credit union's reputation and community standing.
Requirements
- Series 7 and 66 (63/65) required.
- Insurance license required.
- Three or more years of investment sales experience.
Location
- Austin, TX
Work Type
- Full-time
Experience Level
- 3+ years of investment sales experience
Salary/Compensations
- $62,000 - $80,000
- Eligible to earn sales incentive compensation
Benefits
- Access to LPL's proprietary technology and customized services.
- Open architecture platform with access to thousands of investment products.
- Resources and expertise across LPL to help create client solutions.
- Freedom to create solutions specific to client goals.
About the Company
- LPL Financial partners with credit unions to offer a complete menu of financial services.
- University Federal Credit Union supports the local community with a complete menu of financial services.