Talent.com
LPL Financial
Financial Advisor - CoVantage Credit UnionLPL Financial • Antigo, WI, United States
Financial Advisor - CoVantage Credit Union

Financial Advisor - CoVantage Credit Union

LPL Financial • Antigo, WI, United States
30+ days ago
Job type
  • Full-time
Job description

Financial Advisor

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at CoVantage CU in Antigo, WI would allow you to join the Investment Program at CoVantage 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 CoVantage 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 CoVantage 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 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 CoVantage Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

Pay Range: 50000 - 75000 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.

Create a job alert for this search

Financial Advisor - CoVantage Credit Union • Antigo, WI, United States

Similar jobs

Asset Liability Management Analyst

CoVantage Credit UnionAntigo, WI, United States
Full-time

Asset Liability Management Analyst.Join CoVantage Credit Union as a key player in shaping our financial strategy! In this dynamic role, you'll dive into Asset Liability Management (ALM) modeling, l... Show more

 • Promoted

Earn Side Money at Home Testing Products

Product Review JobsBRYANT, WI, United States
Full-time

Compensation: Varies per assignment.Location: Remote (USA) Company: ProductReviewJobs Thank you for your interest in becoming a Paid Product Tester.This opportunity is for completing market res... Show more

 • Promoted

Dental Hygienist

US NavyIola, WI, US
Full-time

Navy is currently offering a new, limited-time pilot program to join as a Hospital Corpsman specializing in Dental Hygiene (HM/DH).This exclusive initiative provides a fast-track to advancement wit... Show more

 • Promoted

Remote Legal Expert

Turing Antigo, Wisconsin
Remote
Full-time
Quick Apply

Turing invites Legal Experts to join projects that fine-tune AI models like ChatGPT.If you enjoy applying legal reasoning, analyzing complex cases, and providing clear, structured feedback, this is... Show more

 • Promoted

Remote Customer Service - Benefits Specialist (50k-90k per year)

Professional CareersAntigo, Wisconsin
$50,000.00 yearly
Remote
Full-time +1

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are r... Show more

 • Promoted

Cashier/Sales Associate - Store 4486

GPM InvestmentsTigerton, WI, United States
Full-time +1

Are you ready to roll up your sleeves and be the heart of your store? Our Sales Associates do more than just run a register they keep our stores clean, inviting, and running smoothly for every cus... Show more

 • Promoted

CBRF Attendant Fulltime

Mohican Youth AcademyBowler, WI, United States
Full-time

RD POSTING OPEN FOR ANYONE TO APPLY.SHIFT DIFFERENTIAL PAY FOR NIGHTS AND WEEKENDS.To provide on-site supervision of residents of the Ella Besaw Center Community Based Residential Facility (CBRF), ... Show more

 • Promoted

Remote Product Tester - Flexible Studies

BuzzTestersIola, WI
Remote
Full-time

Earn up to $400/week, depending on the number and type of studies you complete.Share honest feedback on products and services from independent brands.Assignments include short online surveys (10–20... Show more

 • Promoted

CBRF Attendant Fulltime

Stockbridge-Munsee Community Band of Mohican IndiansBowler, WI, United States
Full-time

RD POSTING OPEN FOR ANYONE TO APPLY.SHIFT DIFFERENTIAL PAY FOR NIGHTS AND WEEKENDS.To provide on-site supervision of residents of the Ella Besaw Center Community Based Residential Facility (CBRF), ... Show more

 • Promoted

LEAD SALES ASSOCIATE-PT in MARION, WI S16966

Dollar GeneralMarion, WI, United States
Full-time

At Dollar General, our mission is Serving Others! We value each and every one of our employees.Whether you are looking to launch a new career in one of our many convenient store locations, we are p... Show more

 • Promoted

Financial Advisor - CoVantage Credit Union

LPL FinancialAntigo, WI, United States
Full-time

LPL Financial partners with banks to offer a complete menu of financial services to bank clients.This employment opportunity at CoVantage CU in Antigo, WI would allow you to join the Investment Pro... Show more

 • Promoted

Physical Therapist - Full-time - Outpatient

HEALTH IN MOTIONAntigo, WI, United States
Full-time

Bonus – Your Choice: Sign-on bonus and/or student loan repayment.With affordable living, local restaurants, parks, and friendly neighborhoods, Antigo is a welcoming place to live, work, and raise a... Show more

 • Promoted

B2B Sales Representative

Slice Merchant ServicesAntigo, WI, US
Full-time

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions... Show more

 • Promoted

Remote Benefits Advisor (50k-90k per year)

Professional CareersAntigo, Wisconsin
$50,000.00 yearly
Remote
Full-time +1

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are r... Show more

 • Promoted

Remote Resident Medical Specialist (MD/DO)

Turing Antigo, Wisconsin
Remote
Full-time
Quick Apply

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing s... Show more

 • Promoted

Consumer Insights Analyst

Earn HausPearson, Wisconsin, United States
Full-time +1

We are urgently seeking people interested in taking market research studies for well known brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Ear... Show more

 • Promoted

Member Solutions Collections Supervisor

CoVantage Credit UnionAntigo, WI, United States
Full-time

Member Solutions Collections Supervisor.Do you have experience in collection and recovery solutions at a financial institution and are you looking to advance into a more meaningful career? CoVantag... Show more

 • Promoted

Lead Child Welfare Professional

Langlade County (Antigo, Wisconsin)Antigo, Wi, Wisconsin, US
Full-time

Summary This role serves as a critical link between unit staff and department leadership, providing day-to-day peer leadership, advanced guidance, and administrative support within the Child Protec... Show more

 • Promoted

Occupational Therapy Assistant (COTA)

Genesis HealthcareIola, WI, United States
Full-time +1

Overview At Powerback, we're on a mission to improve lives.As the leader in physical, occupational, speech, and respiratory therapies, we help older adults stay active and thrive while providing e... Show more

 • Promoted

Physical Therapist - Full-time - Outpatient

Health In MotionAntigo, Wisconsin, US
Full-time

Overview: $15,000 Bonus - Your Choice: Sign-on bonus and/or student loan repayment With affordable living, local restaurants, parks, and friendly neighborhoods, Antigo is a welcoming place to live... Show more