Financial Advisor - CoVantage Credit Union

lplfinancial · Antigo, WI · $50k–$75k

Posted
29 days ago
Published range
$50k–$75k

What this role involves

This role is a Financial Advisor position at CoVantage Credit Union in Antigo, WI, associated with LPL Financial. The advisor will service an existing book of business, build a client base through bank referrals, and provide financial solutions without proprietary products. Requires Series 7 and 66 (or 63/65) licenses, an insurance license, and three or more years of investment sales experience. The salary range is $50,000 to $75,000 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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Approve this role and the application is completed for you, including a résumé tailored to it. You get a confirmation when it lands, and a credit is only spent when a submission is confirmed.

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