Overview
Your career path should lead to real opportunity. LPL Financial partners with banks to provide a full suite of financial services to bank clients. This opportunity at Trustage in Streetsboro, OH would allow you to join the Investment Program at 7 17 Credit Union as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial.
Your opportunity with the program
The Investment Program at 7 17 Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This position will allow you to grow your career and business, assisting the people and families who rely on 7 17 Credit Union for financial solutions.
What you’ll gain through the partnership
- The ability to build a robust client base using the Bank’s exceptional referral network.
- Multiple branch territories with a substantial deposit base, including current clients needing advisory support for their financial goals.
- Opportunity to reach new clients via the bank’s client base.
- Capability to create client solutions without proprietary products.
- Potential to expand your business with LPL’s tools, technology, and support.
- The advantage of LPL’s experience helping financial institutions grow and maximize their investment programs.
- Opportunity to leverage the Bank’s reputation and community standing.
Partnership advantages
- Access to our proprietary technology and a suite of customized services.
- An open architecture platform with thousands of investment products from leading third-party sponsors.
- Resources and expertise across the firm to help you craft client solutions.
- The freedom to tailor solutions to your client’s goals.
- Support to help you realize your vision of success at every step.
Requirements
- Series 7 and Series 66 (63/65) required.
- Insurance license required.
- Three or more years of investment sales experience.
Application details and disclosures
To apply, submit an application. By submitting, you are not applying for employment with LPL Financial. Employment is with 7 17 Credit Union; however, in accordance with regulatory requirements, LPL Financial would hold your securities and insurance licenses.
REQUIRED DISCLOSURE(S): These investment products and services are offered through LPL or its affiliates, which are separate entities from, and not affiliated with, 7 17 Credit Union.
Tracking # 1-05026674
Compensation
Pay range: $50,000 – $75,000. The salary range depends on factors such as the applicant’s skills, experience, and work location. This position is also eligible to earn sales incentive compensation.
Location
Streetsboro, OH
