Job Overview
Location
Remote USA
Job Type
Full-time
Category
HR & Recruiting
Date Posted
May 2, 2026
Full Job Description
đź“‹ Description
- • As a Financial Advisor at TruStage Wealth Management, you will help individuals and families achieve their financial goals by providing personalized financial solutions through a trusted partnership with LPL Financial.
- • Day to day, you will service an existing book of business, build client relationships using the credit union’s referral system, conduct financial planning sessions, recommend suitable investment and insurance products, and grow your client base through outreach and networking within the credit union’s member community.
- • You will join a dedicated team at TruStage Wealth Management that supports local communities and is committed to guiding members through every stage of their financial life, from saving and investing to retirement and wealth preservation.
- • In this role, you can grow your independent advisory business with access to LPL’s technology, open architecture platform, and extensive product offerings, while developing expertise in financial planning, client relationship management, and regulatory compliance within the credit union channel.
🎯 Requirements
- • Series 7 and 66 (or 63/65) licenses required
- • Active insurance license required
- • Three or more years of investment sales experience
🏖️ Benefits
- • Ability to service an established book of business upon hire
- • Access to LPL’s proprietary technology and customized advisor support tools
- • Open architecture platform with thousands of third-party investment products
- • Opportunity to build a client base using the credit union’s strong referral system and member network
- • Freedom to create customized client solutions without proprietary product constraints
- • Support from LPL’s expertise in helping financial institutions grow investment programs
Skills & Technologies
About LPL Financial LLC
LPL Financial is a leading independent broker-dealer and registered investment advisor in the United States. The company provides a comprehensive platform of technology, research, investment products, and practice management services to financial advisors. LPL Financial enables advisors to manage their clients' investments and financial plans, offering support for retirement planning, wealth management, and insurance solutions. Their business model focuses on empowering independent financial professionals to serve their clients effectively, fostering long-term relationships and financial well-being. They operate within the financial services and wealth management industry, serving a broad network of advisors and their clients across the nation.
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