Financial Advisor - Northwoods Credit Union
LPL Financial, Duluth, Minnesota, United States, 55806
Overview
Credit Union
Financial Advisor – Northwoods Credit Union
Your career path should lead to real opportunity. LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Northwoods Credit Union in Cloquet, MN would allow you to join the Investment Program at Northwoods Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Northwoods Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in 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 Northwoods Credit Union for financial solutions.
Responsibilities
Service an existing book of business upon hire.
Build a strong client base with the credit union’s referral system.
Leverage several branch territories with significant deposit base, including current members who need an advisor to support their financial goals.
Identify new clients via the credit union’s member base.
Create client solutions without proprietary products.
Grow your business with LPL’s tools, technology, and support.
Benefit from LPL’s experience helping financial institutions grow and maximize their investment programs.
Capitalize on the credit union’s reputation and community standing.
Advisor Partnership As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
Access to 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 and Disclosures Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Northwoods Credit Union; however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Northwoods Credit Union.
Tracking # 1-05026674
Pay Range: $65,000 - $75,000
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.
#J-18808-Ljbffr
Financial Advisor – Northwoods Credit Union
Your career path should lead to real opportunity. LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Northwoods Credit Union in Cloquet, MN would allow you to join the Investment Program at Northwoods Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Northwoods Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in 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 Northwoods Credit Union for financial solutions.
Responsibilities
Service an existing book of business upon hire.
Build a strong client base with the credit union’s referral system.
Leverage several branch territories with significant deposit base, including current members who need an advisor to support their financial goals.
Identify new clients via the credit union’s member base.
Create client solutions without proprietary products.
Grow your business with LPL’s tools, technology, and support.
Benefit from LPL’s experience helping financial institutions grow and maximize their investment programs.
Capitalize on the credit union’s reputation and community standing.
Advisor Partnership As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
Access to 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 and Disclosures Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Northwoods Credit Union; however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Northwoods Credit Union.
Tracking # 1-05026674
Pay Range: $65,000 - $75,000
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.
#J-18808-Ljbffr