Financial Advisor

LPL Financial(29 days ago)

Dallas, TXOnsiteFull TimeMedior$45,000 - $75,000Wealth Management

About this role

A Financial Advisor at Texas Trust Credit Union works as an advisor associated with TruStage and LPL Financial to provide investment and financial services to credit union members in the Dallas, TX area. The role supports the local community and helps members at every stage of their financial life, leveraging LPL’s platform, tools, and open-architecture investment offerings. Employment is with TruStage while securities and insurance licenses are held with LPL Financial.

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Required Skills

Investment Sales
Client Acquisition
Relationship Management
Financial Planning
Product Knowledge
Technology Use
Referral Development
Sales Management

Qualifications

Series 7
Series 66
Insurance License

About LPL Financial

lpl.com

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.

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