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Financial Advisor
Job in
Ann Arbor, Washtenaw County, Michigan, 48113, USA
Listed on 2026-09-12
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant
Job Description & How to Apply Below
- Join the Investment Program at Michigan Educational Credit Union as a Financial Advisor associated with LPL Financial
- Service an existing book of business upon hire
- Build a client base through the credit union’s referral system and member base
- Support credit union members and families with financial solutions throughout their financial lives
- Create client solutions without proprietary products and specific to clients’ goals
- Grow the advisory business using LPL’s tools, technology, and support
- Leverage the credit union’s branch territories, deposit base, reputation, and community standing
- Collaborate with resources and expertise across LPL Financial
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
- Employment is with Michigan Educational Credit Union; LPL Financial would hold the securities/insurance licenses in accordance with regulatory requirements
Demonstrates expertise in providing tailored financial solutions and investment advice, leveraging tools and resources from LPL Financial while maintaining compliance with regulatory requirements. Proven ability to build and grow a client base through effective collaboration and community engagement.
Highest-signal resume keywords- Series 7 License
- Series 66 License
- Insurance License
- Investment Sales Experience
- Client Relationship Management
- Financial Advisory
- Investment Solutions
- Client Solutions Development
- Regulatory Compliance
- Sales Strategy
- Collaboration
- Communication
- Customer Service
- Series 7
- Series 66
- Insurance License
- Investment Program
- Credit Union
- Financial Services
- Client Base Development
- LPL Financial Tools
- Financial Planning Software
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