Financial Advisor - Sun Federal Credit Union
Company: LPL Financial Services
Posted on: November 25, 2022
Your career path should lead to real opportunity
LPL Financial partners with CUNA Mutual Group to offer a complete
menu of financial services to credit union clients. This employment
opportunity at CUNA Mutual Group located at Sun Federal Credit
Union in Maumee, OH would allow you to join Sun Federal Credit
Union as a Financial Advisor working for CUNA Mutual Group and
associated with LPL Financial. Under this model Financial Advisors
are not employees of LPL Financial.
The Investment Program at Sun Federal 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 Sun Federal
Credit Union for financial solutions. This position will offer:
- The ability to service an existing book of business upon
- 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
- The opportunity to find new clients via the credit union's
- The opportunity to create client solutions without proprietary
- 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
- 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
- The freedom to create solutions specific to your client's
Whatever your vision of success, we're with you every step of the
- 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 CUNA Mutual
Group, 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, Sun Federal Credit Union.
Tracking # 1-05026674
At LPL, we believe that objective financial guidance is a
fundamental need for everyone. As the nation's leading independent
broker-dealer, we offer an integrated platform of proprietary
technology, brokerage, and investment advisor services. We provide
you with a work environment that encourages your creativity and
growth, a leadership team that is supportive and responsive, and
the opportunity to create a career that has no limits, only amazing
We are one team on one mission. We take care of our advisors, so
they can take care of their clients.
Because our company is not too big and not too small, you can seize
the opportunity to make a real impact. We are committed to
supporting workplace equality, and we embrace the different
perspectives and backgrounds of our employees. We also care for our
communities, and we encourage our employees to do the same. This
creates an environment in which you can do your best work.
Want to hear from our employees on what it's like to work at LPL?
We take social responsibility seriously. Learn more here
Want to see info on our benefits? Learn more here
Join the LPL team and help us make a difference by turning life's
aspirations into financial realities. Please log in or create an
account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an
@lplfinancial.com email address and will never conduct an interview
online or in a chatroom forum. During an interview, LPL will not
request any form of payment from the applicant, or information
regarding an applicant's bank or credit card. Should you have any
questions regarding the application process, please contact LPL's
Human Resources Solutions Center at (800) 877-7210.
Keywords: LPL Financial Services, Toledo , Financial Advisor - Sun Federal Credit Union, Accounting, Auditing , Maumee, Ohio
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