Financial Advisor - Teachers Federal Credit Union

Join to apply for the Financial Advisor - Teachers Federal Credit Union role at LPL Financial

Position located at Teachers Federal Credit Union in Naples, FL. This opportunity is offered through Tru Stage and is associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial.

Our Investment Program supports the local community and you will join a team dedicated to helping members at every stage of their financial life.

• The ability to build a strong client base with the credit union’s exceptional referral system
• Several branch territories with a significant deposit base, including current members needing advisor support for 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

Apply online at:
By submitting an application, you are not applying for employment with LPL Financial. Employment is with Tru Stage; however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

• REQUIRED DISCLOSURE(S)

Pay Range: $45,000 - $75,000. The salary range depends on factors including skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Mid‑Senior level

Full-time

Finance and Sales