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

Financial Advisor – Tru Stage Wealth Management Consulting Services at Consumers Credit Union

LPL Financial partners with banks to offer a complete menu of financial services. This opportunity at Tru Stage Wealth Management Consulting Services in Elgin, IL allows you to join an Investment Program as a Financial Advisor associated with LPL Financial. As an advisor, you are not an employee of LPL Financial but an independent professional working within the model’s integrated banking solutions.

• Take over an existing book of business.
• Build a strong client base using the bank’s referral system.
• Support current and new clients across the bank’s territories.
• Create client solutions without proprietary products.
• Grow your business using LPL’s tools, technology, and support.
• Leverage LPL’s experience to maximize the investment program for the institution.

• Access to proprietary technology and customized services.
• Open‑architecture platform with thousands of investment products.
• Resources and expertise across the firm to help create client solutions.
• Freedom to tailor solutions to each client’s goals.

• Series 7 and Series 66 (or 63/65) required.
• Insurance license required.
• Three or more years of investment sales experience.

Pay Range: $60,000–$80,000. Eligible for sales incentive compensation.

Location:

Elgin, IL.
Seniority level:
Mid‑Senior

Employment type:

Full‑time
Job function:
Finance and Sales