Financial Advisor

GreenState Credit Union is seeking a Financial Advisor in Ankeny, IA, partnering with LPL Financial. The role involves building a client base, providing financial solutions, and leveraging resources from LPL Financial. Candidates should have Series 7 and 66 licenses and three years of investment sales experience. This full-time position focuses on supporting community members in their financial journeys.
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at GreenState Credit Union in Ankeny, IA would allow you to join the Investment Program at GreenState Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at GreenState Credit Union supports the local community with a complete menu of financial services. You will join 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 GreenState Credit Union for financial solutions. This position will offer: The ability to build a strong client base with the credit union’s exceptional referral system; Service 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. Requirements: Series 7 and 66 (63/65) required; Insurance license required; Three or more years of investment sales experience. By submitting an application, you are not applying for employment with LPL Financial. Employment is with GreenState 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, GreenState Credit Union.