Financial Advisor - Workers Credit Union

About the Role

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Workers Credit Union in Lunenberg, MA would allow you to join the Investment Program at Workers Credit Union as a Financial Advisor associated with LPL Financial.

The Investment Program at Workers Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.

• The ability to take over an existing book of business.
• The ability to build a strong client base with the Bank’s exceptional referral system.
• Several branch territories with significant deposit base, including current clients who need an advisor to support their financial goals.
• The opportunity to find new clients via the bank’s client 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 bank’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 (Series 63/65) required.
• Insurance license required.
• Three or more years of investment sales experience.

Pay Range: $60,000 - $160,000. 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.

Employment is with Workers Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Workers Credit Union.

Mid‑Senior level

Full‑time

Finance and Sales