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TruStage Wealth Management

Financial Advisor - TruStage Wealth Management

RemoteUnited States only
Published
Experience
Senior
Employment
Full-time
$60k–$100k/yr
Check eligibility

Open to US only. Set where you work from to check your eligibility.

No BS summary

Financial Advisor with Series 7 and 66, and insurance license. Requires 3+ years of investment sales experience. Will service a book of business, build a client base via credit union referrals, and find new clients. Offers LPL's technology and support, and an open architecture platform.

Required skills

Series 7Series 66Series 63Series 65Insurance license

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
  • 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.

Benefits

  • 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
Financial Services
$60k–$100k/yr