Financial Advisor - TeamOne Credit Union
lplfinancial · Saginaw MI · $60k–$75k
- Posted
- 29 days ago
- Published range
- $60k–$75k
What this role involves
This role is a Financial Advisor position at TeamOne Credit Union in Saginaw, MI, 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. Requires Series 7 and 66 (or 63/65) and insurance licenses, plus three or more years of investment sales experience.
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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