Financial Advisor - Kohler Credit Union
lplfinancial · Saukville, WI · $60k–$80k
- Posted
- 29 days ago
- Published range
- $60k–$80k
What this role involves
This role is a Financial Advisor position at Kohler Credit Union in Saukville, WI, but employment is with TruStage, with LPL Financial holding licenses. The advisor will service an existing book of business and build a client base through the credit union's referral system. Requirements include Series 7 and 66 (or 63/65), an insurance license, and three or more years of investment sales experience. The pay range is $60,000 to $80,000 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
Apply without filling the form
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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