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Financial Advisor at TruStage - ApplyBlast

Financial Advisor

TruStage

1 month ago

2.9 on Glassdoor

Biloxi, Mississippi, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Financial Advisor role at Keesler Credit Union, operated by TruStage and associated with LPL Financial, focuses on supporting members in every stage of their financial life through a dedicated team and exceptional referral system. This position offers the opportunity to service an existing book of business, build a strong client base, and create tailored financial solutions without proprietary products. The role leverages LPL Financial's tools, technology, and open architecture platform to help advisors grow their business and maximize their investment programs.

Responsibilities

Service existing book of business and build strong client base
Create client solutions using open architecture platform
Capitalize on credit union reputation to find new clients

Skills

Qualifications

Series 7Series 66Series 63Series 65Insurance license

About TruStage

trustage.com

Headquarters

Madison, Wisconsin, United States

Company Size

1001-5000 employees

Founded

1935

View Profile

TruStage is an insurance and financial services company with nearly a century of experience, offering a wide range of commercial and personal insurance products alongside financial solutions such as annuities, workplace solutions, and compliance services. The company serves both individuals and businesses, helping them make confident financial decisions at every stage of life. TruStage is the marketing name for TruStage Financial Group, Inc. and its subsidiaries and affiliates.