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Financial Advisor – Mid Oregon Credit Union at LPL Financial - ApplyBlast

Financial Advisor – Mid Oregon Credit Union

LPL Financial

3 months ago

3.5 on Glassdoor

Oregon, United States

Onsite

Full Time

Senior

0 applicants

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About this role

TruStage is seeking a Financial Advisor to join Mid Oregon Credit Union, leveraging LPL Financial's platform to serve local members. The role involves servicing an existing book of business, building a new client base through referrals, and creating tailored investment solutions. Candidates will utilize LPL's open architecture platform and proprietary tools to maximize financial growth for clients.

Responsibilities

Service an existing book of business upon hire
Build a strong client base using credit union referrals
Create tailored client investment solutions
Grow business using LPL tools and technology
Support members in achieving financial goals

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.