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Financial Advisor – Global Credit Union at LPL Financial - ApplyBlast

Financial Advisor – Global Credit Union

LPL Financial

3 months ago

3.5 on Glassdoor

Scottsdale, AZ

Onsite

Full Time

Senior

0 applicants

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About this role

TruStage is seeking a Financial Advisor to join Global Credit Union in Scottsdale, AZ, partnering with LPL Financial to provide investment solutions to credit union members. The role involves building a client base, creating tailored financial solutions, and leveraging the credit union's referral system to support members' financial goals. Advisors benefit from access to proprietary technology and a wide range of third-party investment products.

Responsibilities

Build a strong client base using credit union referrals
Create tailored client solutions without proprietary products
Support members in achieving their financial goals
Leverage LPL Financial tools and technology for growth
Capitalize on the credit union's community reputation

Skills

Qualifications

Series 7 LicenseSeries 66 (63/65) LicenseInsurance License

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

View Profile

A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.