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Financial Advisor at LPL Financial - ApplyBlast

Financial Advisor

LPL Financial

1 month ago

3.5 on Glassdoor

Fort Wayne, Indiana, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Financial Advisor position at 3 Rivers Federal Credit Union in Fort Wayne, IN, involves partnering with LPL Financial to provide a complete menu of financial services to the credit union's clients. This role supports the local community by helping individuals and families achieve their financial goals through a dedicated team approach. The position offers the opportunity to service an existing book of business and build a strong client base using the bank's referral system and resources.

Responsibilities

Service existing book of business and build strong client base
Create client solutions without proprietary products
Capitalize on bank reputation and community standing

Skills

Qualifications

Series 7Series 66Series 63Series 65Insurance 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.