Financial Advisor - Innova Credit Union
LPL Financial
Financial Advisor
LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Innova Credit Union in Elkhart, IN would allow you to join Innova 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 Innova 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 Innova 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, Innova Credit Union.
Pay Range: 60000 - 100000 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.
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...are a valued part of our firm, and we credit much of our success to their unique experiences...SuggestedWork at officeWork from homeHome officeFlexible hours$19.25 per hour
...Summary : Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding EVERWISE...Union- ...loans, and new share growth. Support the Credit Union's culture through ongoing member... ...evaluation of income, collateral, and overall financial condition. Utilize delegated lending... ...potential risks. Serve as a mentor and advisor to other business lenders to foster their...UnionContract workWork at officeLocal area
- ...WHAT YOU WILL DO EVERYDAY As a Senior Financial Analyst, you will be responsible for providing in-depth data driven financial analysis and long-range forecasting and planning of the Credit Union. Responsible for supporting the Finance Manager with deriving meaningful...UnionContract workWork at office
- ...personal and vacation days. Summary/Objective: The Credit & Collections Analyst I is an entry-level role responsible for... ...or relevant education. # Basic understanding of accounting or financial concepts is preferred. Essential Functions: #...SuggestedHourly payFull timeWork at officeLocal areaImmediate startMonday to FridayNight shift
- ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process... ...understanding of advanced math functions that will allow for analysis of credit and financial information. Ability to professionally...Work experience placementWork at office
- ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process... ...understanding of advanced math functions that will allow for analysis of credit and financial information. Ability to professionally...Work experience placementWork at office
- ...Credit Manager We have a tremendous opportunity for a Credit Manager with a $5B - $10B Indiana based financial institution who is experiencing tremendous growth. Due to this growth, our client is looking to augment its credit team. If you are forward-thinking, innovative...Immediate start
- ...assisting with basic account needs, and resolving routine member concerns. Educate members on products and services to support financial wellness. Identify member needs and make quality referrals to deepen relationships. Support sales efforts by promoting products...Work at office
- ...Financial Advisor Responsible for providing financial advice to clients to help them achieve their financial goals. Helping people to integrate... ...required licensures and complete continuing education credits and compliance requirements as needed to maintain all licenses...Full timeWork at officeImmediate startNight shift
- ...Financial Advisor | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...Visa sponsorship
- ...RESPONSIBILITIES: Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify... ...of advanced math functions that will allow for analysis of credit and financial information. Ability to professionally represent...Work experience placementWork at office
- ...manufacturing company? If you can answer "yes" to these questions, you should consider this opportunity. Reporting to the Human Resource Manager, you will play a key in assisting the Human Resource Manager and supporting the hourly workforce in a non-union environment....UnionHourly pay
- ...their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects... ...banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the...Temporary workWork experience placementLocal area
$24.48 per hour
...Elkhart Housing Authority – Elkhart, Indiana Starting Pay: $24.48 per hour Full-Time | Non-Union Position The Elkhart Housing Authority is seeking a skilled and dependable HVAC Specialist to join our Maintenance Team. This position plays an essential role...UnionHourly payFull time- ...grievances. Advise and provide oversight to grievances and arbitration cases. Establish and maintain rapport with union leaders. Serve as general advisor on employment law and government regulations, staying abreast of trends and developments in the labor relations...UnionContract workShift work
- ...all acquisitions. Apply for local taxes. Process Canada WC monthly, quarterly and annual payments (year-end reconciliations) Process union payments monthly. Complete verification of employment that require wage information. Interpret and ensure compliance with all...UnionLocal area
$21 per hour
...be eligible for benefits including medical, dental, and vision insurance, tuition assistance programs, 401(k), pension benefits (in union locations), paid time off, and opportunities for advancement into driver or full-time warehouse positions. Some shifts, particularly...UnionHourly payFull timeShift workNight shiftDay shiftEarly shift$45 per hour
...benefits including medical, dental, and vision insurance, pension plan, 401(k), paid vacation, paid holidays, overtime opportunities, and union-negotiated wage increases. UPS drivers may also receive overtime pay, peak season bonuses, and route bid opportunities based on...UnionHourly payFull time- ...organizational skills, safety awareness, and efficient work habits. Basic math and vehicle maintenance skills. All positions are union roles offering competitive wages and comprehensive benefits. Smith Ready Mix, Inc. maintains a tobacco?free workplace and...Union
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at office- ...Allstate Financial Specialist Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing... ...and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment...For contractorsWork at office
- ...overtime weekday and/or weekend. Labor experience in utilities, preferred but not required. Henkels & McCoy, Inc. is an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individual with Disabilities Henkels and McCoy is a Union Employer...UnionWeekend workWeekday work
$58.44k - $93.5k
...Personal Financial Counselor This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military...Contract workTemporary workWork experience placementWork at office$20.67 - $31.25 per hour
...Summary: Be a problem solver, trusted advisor, and partner to the people and... ...guidance and solutions to assist in client's financial wellness both in person and through proactive... ...(required) Understanding of consumer credit - including loan to value, debt to income...Hourly payFull timeWork experience placementDay shift$21 - $25 per hour
...million eligible patients through approximately 630 employer and union-sponsored clients. Our comprehensive services include advanced... ...on the first of the month following date of hire. Financial Support: Competitive compensation, 401k match, access to financial...UnionWork at office- ...why for the past 10 years we have helped thousands of candidates get jobs at technology clients like apple, google, Paypal, western union, bankofamerica, visa, etc to name a few. We have an excellent reputation with the clients. Currently, we are looking for entry-level...Union
- ...Mid-South Sales, Davison Fuels and Oil, Stockman Oil, Frost Oil, Brewer-Hendley, Yoder Oil, Nelson Oil, and Hoosier Penn Oil Company, Union Petroleum Group, Glockner Oil and BOC Oil Company) is a leading distributor of automotive, commercial, and industrial lubricants in...UnionTemporary workLocal area
- ...functions. This includes: Creating, blocking, and activating credit cards, ATM cards, or EMV debit cards Maintaining an accurate... ...Referrals: Maintain and deepen relationships with credit union members Identify needs and refer members to Purdue Fed team...UnionPart timeWork at officeMonday to FridayWeekday work
- ...gender, sexual orientation, gender identity and expression, ethnicity or national origin, disability, pregnancy, religion, political affiliation, union membership, covered veteran status, protected genetic information or marital status in hiring and employment practices....Union
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor - Innova Credit Union. Be the first to apply!


