LPL Financial
Financial Advisor - DuTrac Community Credit Union
LPL Financial, Davenport, Iowa, United States, 52800
Financial Advisor - DuTrac Community Credit Union
5 days ago Be among the first 25 applicants
Your career path should lead to real opportunity. LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at DuTrac Credit Union in Davenport, IA would allow you to join the Investment Program at DuTrac Credit Union as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial.
The Investment Program supports the local community with a complete menu of financial services. You will join a team dedicated to helping clients at every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to DuTrac Credit Union for financial solutions.
Benefits
The ability to take over an existing book of business.
The ability to build a strong client base with the Bank’s exceptional referral system.
Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals.
The opportunity to find new clients via the bank’s client base.
The opportunity to create client solutions without proprietary products.
The ability to grow your business with LPL’s combination of tools, technology, and support.
The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs.
The opportunity to capitalize on 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 access to thousands of investment products from leading third-party product sponsors.
Resources and expertise across the firm to help you create client solutions.
The freedom to create solutions specific to your client’s goals.
Requirements
Series 7 and 66 (63/65) required.
Insurance license required.
Three or more years of investment sales experience.
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with DuTrac Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
Pay range: $50,000 – $72,000. The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
Employment type: Full-time.
Seniority level: Mid-Senior level.
Job function: Finance and Sales.
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Your career path should lead to real opportunity. LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at DuTrac Credit Union in Davenport, IA would allow you to join the Investment Program at DuTrac Credit Union as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial.
The Investment Program supports the local community with a complete menu of financial services. You will join a team dedicated to helping clients at every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to DuTrac Credit Union for financial solutions.
Benefits
The ability to take over an existing book of business.
The ability to build a strong client base with the Bank’s exceptional referral system.
Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals.
The opportunity to find new clients via the bank’s client base.
The opportunity to create client solutions without proprietary products.
The ability to grow your business with LPL’s combination of tools, technology, and support.
The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs.
The opportunity to capitalize on 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 access to thousands of investment products from leading third-party product sponsors.
Resources and expertise across the firm to help you create client solutions.
The freedom to create solutions specific to your client’s goals.
Requirements
Series 7 and 66 (63/65) required.
Insurance license required.
Three or more years of investment sales experience.
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with DuTrac Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
Pay range: $50,000 – $72,000. The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
Employment type: Full-time.
Seniority level: Mid-Senior level.
Job function: Finance and Sales.
#J-18808-Ljbffr