Financial Advisor

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Full Time Sales Investments & Planning Solutions, Littleton, MA, US

Salary Range: $60,000.00 To $ Annually

Department or Branch:Workers Investments & Planning Solutions

At Workers Credit Union, everything starts with a simple but powerful purpose:
We enable financial prosperity through values-driven solutions because everyone deserves a future they can believe in.

For more than a century, we’ve been a trusted partner in helping people make confident financial decisions and build stronger futures. Today, as a $2.5B organization serving over 120,000 members, we continue to evolve, thoughtfully blending personal connection with modern capabilities to better support our members in the moments that matter most.

We call this the Workers Way. It shapes how we show up every day, with personalized guidance, practical solutions, and a deep commitment to doing what’s right. Just as importantly, it defines how we work together. We choose purpose over ego. We communicate directly with respect. We dare to grow. We do the right thing, always
. And we win together
, because meaningful results are built through shared success.

As we look ahead, we’re building on a strong foundation and continuing to evolve how we operate and deliver impact, simplifying experiences and strengthening capabilities.
We have big plans for the future, and we hope you’ll be part of what comes next.

The Financial Advisor is responsible for developing and maintaining relationships with credit union members and clients by providing comprehensive financial planning, investment advisory services, retirement planning, insurance solutions, and wealth management recommendations. The Financial Advisor is expected to identify needs, deepen relationships, deliver exceptional experience, and achieve established business development and revenue goals while adhering to regulatory requirements and fiduciary standards.

This includes recommending individually tailored financial planning strategies utilizing appropriate investment and insurance product solutions towards achieving desired short-term and long-term financial goals.

As a Financial Advisor, you will sell investment and insurance products, available through our Broker Dealer, LPL Financial (LPL), to individuals and small businesses. WCU partners LPL, a leading wealth management firm for independent advisors and financial institutions across the U.S., to offer a complete menu of financial products and services to credit union members. This employment opportunity at WCU would allow you to join the Workers Investments & Planning Solutions Program as a Financial Advisor associated with LPL.

Our program is built on trust, collaboration, and long-term relationships. We are a trusted financial partner offering a supportive environment where advisors can develop their practice while making a meaningful impact on the financial wellness of our members.

• Relationship Management
  • Develop and maintain strong relationships with clients and credit union members through proactive outreach, referrals, seminars, and branch partnerships.
  • Conduct discovery meetings to understand members' financial goals, risk tolerance, investment objectives, and overall financial circumstances.
  • Build long-term relationships that foster member loyalty, retention, and asset growth.
  • Deliver exceptional client service and serve as a trusted financial resource.
• Financial Planning and Advisory Services
  • Create and present comprehensive financial plans tailored to individual needs.
  • Provide…