Financial Advisor - Houston Texas Fire Fighters FCU and Cy Fair FCU

LPL Financial Holdings Inc

Houston, TX

JOB DETAILS
SALARY
$50,000–$70,000 Per Year
SKILLS
Business Growth, Community Support, Credit Union, Financial Modeling, Financial Planning, Financial Services, Insurance, Intellectual Property (IP), Sales, Technical Support
LOCATION
Houston, TX
POSTED
30+ days ago

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 Houston Texas Fire Fighters Federal Credit Union and Cy Fair FCU in Houston, TX would allow you to join Houston Texas Fire Fighters Federal Credit Union and Cy Fair FCU 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 Houston Texas Fire Fighters Federal Credit Union and Cy Fair FCU 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 Houston Texas Fire Fighters Federal Credit Union or Cy Fair FCU for financial solutions.

Key Benefits of the Position:

  • The ability to service an existing book of business upon hire
  • The ability to build a strong and mostly untapped 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

Benefits of Partnership with LPL Financial:

  • 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

Application Information:

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, Houston Texas Fire Fighters Federal Credit Union or Cy Fair FCU.

Job Details:

Tracking # 1-05026674 Pay Range: $50,000 - $70,000 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.

About the Company

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LPL Financial Holdings Inc