Financial Advisor - Kohler Credit Union

Career Path

Your career path should lead to real opportunity

LPL Financial partners with Tru Stage to offer a complete menu of financial services to credit union clients. This employment opportunity at Tru Stage located at KOHLER CREDIT UNION in Saukville, WI will allow you to join KOHLER CREDIT UNION as a Financial Advisor working for Tru Stage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at KOHLER CREDIT UNION supports the local community and you will be joining a team dedicated to helping members in every stage of their financial life. This position will allow you to grow your career and business, helping the people and families that look to KOHLER 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 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 our 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

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.

Tracking #

Pay Range: 60000 - 80000