Financial Advisor - Innova Credit Union
$60,000–$100,000 year
On-site · Elkhart, Indiana, United States
Job Summary
Financial Advisor position at Innova Credit Union in Elkhart, IN, working with TruStage and LPL Financial to serve members with financial solutions. Responsibilities include servicing an existing book of business, building a strong client base through the credit union’s referral network, finding new clients, and creating client solutions without proprietary products. Leverage LPL’s tools, technology, and open-architecture platform to help clients achieve their financial goals, with support from the credit union’s community presence. Requirements include Series 7 and 66 (63/65), an insurance license, and at least three years of investment sales experience. The role offers a salary range of $60,000–$100,000 plus potential sales incentives and benefits.”,
Required Qualifications
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
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