Talent.com
Financial Advisor - Guardians Credit Union

Financial Advisor - Guardians Credit Union

LPL FinancialWest Palm Beach, FL, US
5 days ago
Job type
  • Full-time
Job description

Financial Advisor Guardians Credit Union

LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Guardians Credit Union in West Palm Beach, FL would allow you to join Guardians Credit Union 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 Guardians Credit Union 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 Guardians 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 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

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 TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities / insurance licenses.

    Pay Range : 40000 - 60000. 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 • West Palm Beach, FL, US

    Related jobs
    • Promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationSunrise, Florida
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago
    • Promoted
    New York Licensed Financial Professional

    New York Licensed Financial Professional

    VirtualVocationsTamarac, Florida, United States
    Full-time
    A company is looking for a Salaried Financial Professional- Premier Team.Key Responsibilities Establish and maintain relationships with clients through proactive communication Serve as a single ...Show moreLast updated: 6 days ago
    • Promoted
    Investment Executive (Financial Advisor) Southeast Florida

    Investment Executive (Financial Advisor) Southeast Florida

    Fifth Third BankLighthouse Point, FL, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Accountable for overall produc...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Remote Mortgage Funder

    Remote Mortgage Funder

    VirtualVocationsTamarac, Florida, United States
    Remote
    Full-time
    A company is looking for a Remote Mortgage Funder.Key Responsibilities Manages clerical tasks for timely funding and warehousing of loans post-underwriting Compiles loan documentation and ensure...Show moreLast updated: 14 hours ago
    • Promoted
    • New!
    Lead Financial Advisor

    Lead Financial Advisor

    VirtualVocationsTamarac, Florida, United States
    Full-time
    A company is looking for a Lead Financial Advisor.Key Responsibilities Provide personalized financial advice, including equity compensation planning and retirement planning Develop and maintain ...Show moreLast updated: 16 hours ago
    • Promoted
    FINRA Licensed Business Development Officer

    FINRA Licensed Business Development Officer

    VirtualVocationsBoca Raton, Florida, United States
    Full-time
    A company is looking for a Business Development Officer for Wealth Advisory.Key Responsibilities Promote and retain clients for the Schwab Wealth Advisory solution Build relationships with Finan...Show moreLast updated: 30+ days ago
    • Promoted
    NewSouth Window In- Home Sales Professional (Ft. Lauderdale)

    NewSouth Window In- Home Sales Professional (Ft. Lauderdale)

    MI Windows and DoorsNORTH LAUDERDALE, FL, US
    Full-time
    High Commission + Overages + Monthly Bonuses + Benefits + No Cap on Earnings.Are you motivated by money and skilled at closing deals? This is a sales opportunity where your hustle, heart, and skill...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    New York Licensed Financial Advisor

    New York Licensed Financial Advisor

    VirtualVocationsBoca Raton, Florida, United States
    Full-time
    A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees, founders, and executives. Key Responsibilities Deliver personalized financial advice, i...Show moreLast updated: 12 hours ago
    • Promoted
    Pricing Strategy Advisor

    Pricing Strategy Advisor

    VirtualVocationsTamarac, Florida, United States
    Full-time
    A company is looking for a Pricing Advisor to help multifamily customers maximize revenue and optimize occupancy through effective use of revenue management software. Key Responsibilities : Monitor...Show moreLast updated: 1 day ago
    • Promoted
    Personal Banker Assoicate I (PGA, Coconut Crossing, West Palm)

    Personal Banker Assoicate I (PGA, Coconut Crossing, West Palm)

    Fifth Third BankPalm Beach Gardens, FL, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Licensed Lead Financial Advisor

    Licensed Lead Financial Advisor

    VirtualVocationsTamarac, Florida, United States
    Full-time
    A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees and executives. Key Responsibilities Deliver personalized financial advice including equ...Show moreLast updated: 2 hours ago
    • Promoted
    Debt Advisor

    Debt Advisor

    VirtualVocationsBoca Raton, Florida, United States
    Full-time
    A company is looking for a Sales - Debt Advisor.Key Responsibilities Manage the full cycle of sales for inbound and outbound calls, including scheduling follow-ups and closing deals Educate pote...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    California Licensed DSCR Loan Officer

    California Licensed DSCR Loan Officer

    VirtualVocationsTamarac, Florida, United States
    Full-time
    A company is looking for a DSCR Loan Officer (Remote).Key Responsibilities Build and nurture long-term relationships with real estate investors through consistent communication and personalized s...Show moreLast updated: 14 hours ago
    • Promoted
    Financial Center Manager Associate - PGA National DeNovo - Palm Beach Gardens)

    Financial Center Manager Associate - PGA National DeNovo - Palm Beach Gardens)

    Fifth Third BankPalm Beach Gardens, FL, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Financial Center Manager w...Show moreLast updated: 30+ days ago
    • Promoted
    Kansas Licensed Financial Advisor

    Kansas Licensed Financial Advisor

    VirtualVocationsTamarac, Florida, United States
    Full-time
    A company is looking for a Financial Advisor.Key Responsibilities Network to discover and attract new talent for team growth Coach and develop new Financial Professionals through training and ex...Show moreLast updated: 28 days ago
    • Promoted
    Merchant Services Consultant

    Merchant Services Consultant

    VirtualVocationsBoca Raton, Florida, United States
    Full-time
    A company is looking for a Merchant Services Representative to support the growth of their Merchant Services portfolio through client consultations. Key Responsibilities Place outbound calls to cl...Show moreLast updated: 1 day ago
    • Promoted
    Member Service Guide

    Member Service Guide

    VirtualVocationsTamarac, Florida, United States
    Full-time
    A company is looking for a Member Service Guide to provide support to its members through various communication channels. Key Responsibilities Engage members with empathy and professionalism acros...Show moreLast updated: 28 days ago
    • Promoted
    Travel MRI Tech - $1,936 to $2,164 per week in Wellington, FL

    Travel MRI Tech - $1,936 to $2,164 per week in Wellington, FL

    AlliedTravelCareersWellington, FL, US
    Full-time
    AlliedTravelCareers is working with Prime Time Healthcare to find a qualified MRI Tech in Wellington, Florida, 33449!.Now Hiring : Allied Healthcare MRI - Wellington, Florida.Contact us for Pay Info...Show moreLast updated: 5 days ago