Financial Advisor - TruStage Wealth Management

📋 Description

• • As a Financial Advisor with TruStage Wealth Management, you will serve credit union members by providing personalized financial solutions, leveraging a strong referral network and established community trust to build and grow your client base.
• • Day to day, you will conduct client consultations, develop customized investment and insurance strategies, manage an existing book of business, and pursue new client opportunities through the credit union’s member base, all while operating with the autonomy to tailor solutions to individual financial goals.
• • You will join a dedicated team at TruStage Wealth Management committed to supporting members through every stage of their financial life, operating in partnership with LPL Financial to deliver comprehensive, non-proprietary financial services to credit union communities.
• • This role offers the opportunity to grow your advisory business using LPL’s advanced technology, open architecture platform, and extensive product shelf, while gaining deep experience in institutional financial services and building long-term client relationships in a supportive, advisor-focused environment.