Financial Advisor - Erie Federal Credit Union
$50,000–$75,000 year
On-site · Erie, Pennsylvania, United States
Job Summary
Financial Advisor position at ERIE FEDERAL CREDIT UNION via TruStage/LPL Financial. Responsibilities include servicing an existing book of business, building a strong client base through the credit union’s referral system, managing several branch territories with significant deposit base, acquiring new clients from the member base, delivering client solutions using an open-architecture platform, and leveraging LPL’s tools, technology, and support to help clients reach their financial goals. Requires Series 7 and 66, an insurance license, and 3+ years of investment sales experience. The role offers the opportunity to grow within a collaborative, community-focused environment and to work with thousands of investment products through a leading broker-dealer network. Location: Erie, PA, United States; on-site in-office role.
Required Qualifications
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
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