Financial Advisor - DuTrac Community Credit Union
LPL Financial
Financial Advisor
Your career path should lead to real opportunity
LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at DuTrac Credit Union in Davenport, IA would allow you to join the Investment Program at DuTrac Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at DuTrac Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients 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 DuTrac Credit Union for financial solutions. This position will offer:
- The ability to take over an existing book of business.
- The ability to build a strong client base with the Bank's exceptional referral system
- Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
- The opportunity to find new clients via the bank's client 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 bank'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 DuTrac Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
Pay Range:50000 - 72000 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.
$17.56 - $19.3 per hour
...completing transactions, solving problems, and making referrals of credit union products and services in an efficient, courteous, and timely... ...public relations and promote credit union within the community. Complete educational programs as required. Perform the...UnionCommunityHourly payPart timeWork at officeShift workNight shift- ...our members achieve homeownership and financial goals by offering mortgage solutions. We... ...federal and state regulations governing credit union lending, with particular emphasis on... ...job, we want to make differences in the communities we live in and serve. At IHMVCU you'll...UnionCommunityLive inWork at officeFlexible hours
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...Passionate about safety, quality, and innovation We care about the communities where we live and work. Just some of our many benefits... ...~ Identity Theft Protection ~ Legal Insurance ~ KONE Credit Union ~ Tuition Reimbursement ~ Commuter Benefits Annual...UnionCommunityTemporary workLocal areaFlexible hours- ...exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (... ...day to do what's best for our clients, communities and more than 80,000 employees in 1,200... ..., marital and civil partnership/union status, pregnancy, veteran or military...UnionCommunityWork at officeLocal area
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...Inc. helps people thrive in their local communities by providing the trusted local news and... ...designed to safeguard the physical, mental and financial health of our employees and their... ...benefits under plans administered by the union. EEO statement : TEGNA Inc. is a proud...UnionCommunityFull timeTemporary workPart timeLocal areaDay shift- ...Our mission at DuTrac is to be a trusted partner with our members to make a difference... ...each person to help them achieve their financial goals. Our staff provides excellent service... ...be the difference maker! Integrity, Community, Engagement and Education are the qualities...CommunityPart timeDay shift
- ...Our mission at DuTrac is to be a trusted partner with our members to make a difference... ...each person to help them achieve their financial goals. Our staff provides excellent service... ...be the difference maker! Integrity, Community, Engagement and Education are the qualities...CommunityPart timeDay shift
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$52.1k - $68.36k
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$32.2 - $36.85 per hour
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