Talent.com
Financial Advisor - Texas Trust Credit Union
Financial Advisor - Texas Trust Credit UnionLPL Financial Holdings, Inc. • Dallas, TX, United States
Financial Advisor - Texas Trust Credit Union

Financial Advisor - Texas Trust Credit Union

LPL Financial Holdings, Inc. • Dallas, TX, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Financial Advisor - Texas Trust Credit Union

Your career path should lead to real opportunity

LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Texas Trust Credit Union in Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at Texas Trust Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to Texas Trust Credit Union for financial solutions. This position will offer :

  • 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

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes :

  • 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
  • Whatever your vision of success, we're with you every step of the way.

    Requirements :

  • Series 7 and 66 (63 / 65) required
  • Insurance license required
  • Three or more years of investment sales experience
  • Apply online at : By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities / insurance licenses.

  • REQUIRED DISCLOSURE(S)
  • These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Texas Trust Credit Union.

    Tracking # 1-05026674

    Pay Range : 48000 - 60000

    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.

    [job_alerts.create_a_job]

    Financial Advisor • Dallas, TX, United States

    [internal_linking.related_jobs]
    Financial Clerk

    Financial Clerk

    CornerStone Staffing • Plano, TX, US
    [job_card.full_time]
    This role supports a rapidly growing financial services operation focused on processing equity-related transactions across public and private markets. Ideal for early-career finance or accounting pr...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Solutions Advisor - Beacon Hill

    Financial Solutions Advisor - Beacon Hill

    Bank of America • Allen, TX, United States
    [job_card.full_time]
    Financial Solutions Advisor - Beacon Hill.To proceed with your application, you must be at least 18 years of age.To proceed with your application, you must be at least 18 years of age.At Bank of Am...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director, Credit Onboarding

    Director, Credit Onboarding

    The Options Clearing Corporation • Dallas, TX, United States
    [job_card.full_time]
    THIS POSITION IS NOT ELIGIBLE FOR VISA SPONSORSHIP • • • • •.This role will be primarily responsible for safeguarding OCC by ensuring that Credit Risk Management (CRM) only recommends new clearing membe...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Certified Financial Advisor

    Certified Financial Advisor

    Vanguard Group • Dallas, TX, United States
    [job_card.full_time]
    Join Vanguard as a Certified Financial Advisor in Plano, TX.Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Cer...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Philanthropic Advisor

    Philanthropic Advisor

    Parkland Health and Hospital System • Dallas, TX, US
    [job_card.full_time]
    Interested in a career with both meaning and growth? Whether your abilities are in direct patient care or one of the many other areas of healthcare administration and support, everyone at Parkland ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Certified Financial Advisor

    Certified Financial Advisor

    Vanguard Group, Inc. • Dallas, TX, United States
    [job_card.full_time]
    Join Vanguard as a Certified Financial Advisor in Plano, TX.Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Cer...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Settlement Advisor

    Settlement Advisor

    Credit Associates • Plano, TX, US
    [job_card.full_time]
    CreditAssociates, a leading direct-to-consumer financial services company based in Plano, TX, seeks a people-oriented Settlement Advisor to join its team. The Settlement Advisor (SA) has the critica...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Associate- Transaction Advisory Services (TAS)

    Senior Associate- Transaction Advisory Services (TAS)

    EisnerAmper • Dallas, TX, United States
    [job_card.full_time]
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor - Texas Trust Credit Union

    Financial Advisor - Texas Trust Credit Union

    LPL Financial • Dallas, TX, US
    [job_card.full_time]
    Your career path should lead to real opportunity.LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor

    Financial Advisor

    BOK Financial • Addison, TX, United States
    [job_card.full_time]
    Pay Transparency Salary Range : .BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc.BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Invest...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • Dallas, TX, United States
    [job_card.full_time]
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Benefits Sales Representative - Hybrid

    Benefits Sales Representative - Hybrid

    Sellors Agencies • Palmer, TX, US
    [job_card.full_time]
    Crafting Brighter Futures for Families.Positioned at the forefront of specialized financial services, our company helps families safeguard their assets and promise a profound purpose : ensuring a br...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    FINANCIAL ADVISOR

    FINANCIAL ADVISOR

    Jamie Grayem • Dallas, TX, United States
    [job_card.full_time]
    Base Salary + Quarterly Production Bonus + Full Benefis.MUST HAVE 7 / 66 (63 / 65) This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees en...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce • 75025 Plano, TX, US
    [job_card.full_time]
    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Rehabilitation Speech Therapist

    Travel Rehabilitation Speech Therapist

    Prime Staffing • Ennis, TX, US
    [job_card.permanent]
    Prime Staffing is seeking a travel Speech Language Pathologist for a travel job in Ennis, Texas.Job Description & Requirements. Specialty : Patient Care Associate (PCA).Experience : 6 months to 1 ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Rehabilitation Speech Therapist

    Travel Rehabilitation Speech Therapist

    Coast Medical Service • Ennis, TX, US
    [job_card.full_time]
    Coast Medical Service is seeking a travel Speech Language Pathologist for a travel job in Ennis, Texas.Job Description & Requirements. Coast Medical Service is a nationwide travel nursing & ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Rehabilitation Speech Therapist

    Travel Rehabilitation Speech Therapist

    Genie Healthcare • Ennis, TX, US
    [job_card.full_time]
    Genie Healthcare is seeking a travel Speech Language Pathologist for a travel job in Ennis, Texas.Job Description & Requirements. Genie Healthcare is looking for a Speech Therapy to work in Spee...[show_more]
    [last_updated.last_updated_less] • [promoted] • [new]
    Financial Aid / Veteran Affairs Advisor

    Financial Aid / Veteran Affairs Advisor

    InsideHigherEd • Fairview, Texas, United States
    [job_card.full_time]
    Wade Boulevard, Frisco, Texas, 75035.We are searching for candidates that meet the required qualifications and experience and are able to perform the essential duties and responsibilities.Advise an...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]