Financial Advisor - TruStage Wealth Management Consulting Services at Consumers Credit Union

Financial Advisor role affiliated with LPL Financial for TruStage Wealth Management Consulting Services at Consumers Credit Union in Elgin, IL. The position involves taking over an existing book of business, building a client base through the bank’s referral system, and delivering investment solutions via an open-architecture platform with access to thousands of third-party products. Licensing requirements include Series 7 and 66 (63/65) and an insurance license; three or more years of investment sales experience are required. Salary range is $60,000-$80,000 per year, with eligibility for sales incentive compensation.

Details

Work type

Onsite

Compensation

Paid