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Financial Advisor - TruStage Wealth Management at LPL Financial - ApplyBlast

Financial Advisor - TruStage Wealth Management

LPL Financial

5 months ago

3.5 on Glassdoor

Remote

Full Time

Senior

1 applicant

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About this role

TruStage Wealth Management is seeking a Financial Advisor to provide comprehensive investment services to Credit Union members through a partnership with LPL Financial. In this independent contractor role, candidates will build a client base using the firm's referral system, create tailored financial solutions, and leverage access to thousands of investment products.

Responsibilities

Build and service a book of business with Credit Union clients
Create open-architecture investment solutions for members
Leverage firm resources to maximize client financial growth
Develop new clients using the organization's referral system
Provide ongoing financial advice to support diverse client goals

Skills

Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 LicenseState Insurance License

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

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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.