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Financial Advisor at MAX Credit Union - Montgomery, AL

lplfinancial · Montgomery, AL · $24k–$40k

Posted
29 days ago
Published range
$24k–$40k

What this role involves

This role is a Financial Advisor position at MAX Credit Union in Montgomery, AL, associated with LPL Financial. The advisor will service an existing book of business, build a client base through referrals, and provide financial solutions to credit union members. Requirements include Series 7 and 66 (or 63/65) licenses, an insurance license, and three or more years of investment sales experience. The pay range is $24,000 to $40,000 annually, plus sales incentives.

Skills this posting asks for

  • series 7
  • series 66
  • series 63
  • series 65
  • insurance license
  • investment sales

Requirements

  • 3 years of experience
  • Level: mid
  • Remote policy: onsite

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