Financial Advisor

Posted 4 Days Ago
Be an Early Applicant
Wood River, IL, USA
In-Office
50K-75K Annually
Mid level
Consumer Web • Financial Services
The Role
Provides investment advisory and financial planning services to credit union members through TruStage and LPL Financial. The advisor services an existing book of business, develops new client relationships through credit union referrals, creates customized investment solutions, and grows revenue through investment sales. The role requires securities and insurance licensing and at least three years of investment sales experience.
Summary Generated by Built In
 
 
Apply
Financial Advisor - 1st MidAmerica Credit Union
locationsWood River, IL

time typeFull time

posted onPosted 30+ Days Ago

job requisition idR-031399

Your career path should lead to real opportunity 


LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at 1st MidAmerica Credit Union in Wood River, IL would allow you to join 1st MidAmerica Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.


The Investment Program at 1st MidAmerica Credit Union supports the local community and you will be joining 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 1st MidAmerica Credit Union for financial solutions. This position will offer:

  • The ability to service an existing book of business upon hire
  • The ability to build a strong client base with the credit union’s exceptional referral system
  • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
  • The opportunity to find new clients via the credit union’s member base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL’s combination of tools, technology, and support
  • The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the credit union’s reputation and community standing


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 our 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


Whatever your vision of success, we’re with you every step of the way.


Requirements:

  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience   


Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, 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, 1st MidAmerica Credit Union.


Tracking # 1-05026674




 

Pay Range:$50,000 - $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.

Skills Required

  • Series 7 license
  • Series 66 license, or Series 63 and Series 65 licenses
  • Insurance license
  • Three or more years of investment sales experience
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Bethalto, Illinois
129 Employees
Year Founded: 1934

What We Do

Since 1934, 1st MidAmerica Credit Union has been helping families achieve their financial goals. 1st MidAmerica is a not-for-profit financial cooperative dedicated to the financial success of its members. 1st MidAmerica is a full service financial institution offering mortgages, auto loans, checking accounts, money markets, certificates, kids club programs, commercial services, investment options, and mobile banking. With a mission of exceeding member expectations, 1st MidAmerica focuses on building relationships with members on a foundation of trust and outstanding service.

Similar Jobs

In-Office
South Holland, IL, USA
20258 Employees

TIAA Logo TIAA

Financial Planning Advisor - Chicago, IL

Fintech • Financial Services
Hybrid
Chicago, IL, USA
84K-110K Annually

Bank of America Logo Bank of America

Financial Solutions Advisor Registration Candidate - West Loop, IL

Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
In-Office
Chicago, IL, USA
208000 Employees
29-34 Hourly

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account