Financial Advisor

Members First Credit Union
Job Description
Members First Credit Union is seeking a highly motivated, achievement-driven individual who wants the opportunity to grow a financial services practice.  We’ve partnered with LPL Financial as our broker-dealer for Members First Investment Services to offer financial planning and investment services to our membership. We are united in delivering the best experience for our members and in helping members reach their financial goals. 
Job Description:
The Financial Advisor is responsible for providing financial planning, financial guidance, and investment management to serve the financial needs of the credit union membership. The financial advisor should be entrepreneurial and be able to forge their own footprints in establishing a successful practice from a loyal membership.
  • FA with 2+ years of experience in the industry
  • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures.
  • Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence.
  • Ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships.
  • Bachelor’s degree or higher
  • FINRA Series 7, 66 or 63/65, Life Insurance and VA license
  • Will help the right candidates complete licensing (if partially licensed)?
Program and Compensation:
  • Comes with a book of business
  • Competitive base salary to commission offering (after 1st year)
  • 10-15 Leads per week, plus referrals from branch staff
  • Training and practice management coaching provided
  • Includes benefits and affiliation fees
  • Progressive culture and supportive environment
  • Transition assistance is available for those who qualify
Contact Information