Financial Advisor - TruStage Wealth Management
$50,000–$70,000 year
Remote · Arizona, United States
Job Summary
Financial Advisor role with TruStage Wealth Management (partnered with LPL Financial) focused on serving credit-union members through an open-architecture platform. The position supports a book of business, leverages a strong referral network, and allows growth by finding new clients, delivering client solutions without proprietary products, and leveraging LPL’s technology and resources. License and regulatory requirements include Series 7 and 66 (63/65) and an Insurance license, with 3+ years of investment sales experience. Remote work from Arizona is available, with compensation in the $50k–$70k range plus potential sales incentives.
Required Qualifications
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
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