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    Financial Advisor - Baltimore, United States - Texas Trust Credit Union

    Texas Trust Credit Union
    Texas Trust Credit Union Baltimore, United States

    4 weeks ago

    Default job background
    Description
    LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients.

    This employment opportunity at TruStage located at Texas Trust Credit Union in Arlington/Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial.

    Under this model Financial Advisors are not employees of LPL Financial.


    The Investment Program at Texas Trust Credit Union supports the local community and you will be joining a team that is dedicated to helping members 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 Texas Trust Credit Union for financial solutions


    This position will offer:
    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

    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


    Apply online at:
    By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

    ***REQUIRED DISCLOSURE(S)


    These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Texas Trust Credit Union.

    Tracking #

    Salary Description

    $50,000 - $75,000
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