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TruStage Wealth Management

Financial Advisor - TruStage Wealth Management

RemoteUnited States only
Published
Role
Sales
Experience
Senior
Employment
Full-time
$60k–$100k/yr
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Open to US only. Set where you work from to check your eligibility.

No BS summary

Financial Advisor needed for TruStage Wealth Management in Remote, Arizona. Requires Series 7 and 66, insurance license, and 3+ years of investment sales experience. Will service a book of business and build a client base using credit union referrals.

Required skills

Series 7Series 66Insurance license

Required languages

English

What you'll do

  • Service a book of business upon hire
  • Build a strong client base with the credit union’s exceptional referral system
  • Find new clients via the credit union’s member base
  • Create client solutions without proprietary products

What they require

  • Three or more years of investment sales experience

Benefits

  • Access to LPL’s 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
Financial Services
$60k–$100k/yr