Financial Advisor - Wright-Patt Credit Union

Financial Advisor - Wright-Patt Credit Union

Financial Advisor – Wright-Patt Credit Union is a position at LPL Financial that partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Wright-Patt Credit Union in Huber Heights, OH will allow you to join the Investment Program as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial.

The Investment Program at Wright‑Patt Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Wright‑Patt Credit Union for financial solutions.

• The ability to service an existing book of business upon hire
• The ability to build a strong client base with the credit union’s exceptional referral system
• Several branch territories with a significant deposit base, which includes current members who need an advisor to support their financial goals
• The opportunity to find new clients via the credit union’s member base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with LPL’s combination of tools, technology, and support
• The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the credit union’s reputation and community standing

• Access to proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third‑party product sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your client’s goals

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

Pay Range: $30,000 - $75,000. The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.