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Financial Advisor | Financial Advisor in Accounting & Finance Job at Credit Union 1 in Lombard1

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Financial Advisor

Location:
Lombard, IL
Description:

Credit Union 1 is Recognized as a Chicago Tribune and Las Vegas Review Top Workplace 2022 We are excited to announce that Credit Union 1 has been recognized as a Chicago Tribune and Las Vegas Review Top Place to work for the second year in a row! The Top Workplaces explore how organizations create and sustain a positive and productive work culture. A great culture is important to Credit Union 1 and our culture is made up of more than great benefits and time off. Join the Credit Union 1 Team At Credit Union 1, we provide a work culture that is empowering, encouraging our team to be great, giving their best each day. Our valued employees are the foundation of our success and are the key to fulfilling our mission. Credit Union 1 invests in employee learning and development and strives to promote from within. Top reasons to begin a career at Credit Union 1: Get paid for NOT working 13 holidays each year! Paid Time Off (PTO) begins accruing day one of employment Tuition reimbursement for approved courses (after 1 year) Free Employee Assistance Program (EAP) Livongo Diabetes Management Program Career growth opportunities it's our philosophy to promote from within whenever possible. Credit Union 1 is committed to your success and professional development. Excellent benefits packages including: Medical PPO insurance High Deductible Health Plan (HDHP) and Health Savings Account (HSA) Dental & vision insurance (employee coverage 100% company paid) Life, AD&D, short and long-term disability insurance (100% company paid) 401(k) retirement and profit-sharing plan Being part of a team providing services with the goal of improving the ongoing economic well-being of our members. The Job at a Glance The Investment Program at Credit Union 1 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 Credit Union 1 for financial solutions. LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Credit Union 1 in Chicago, IL would allow you to join the Investment Program at Credit Union 1 as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. A Typical Day 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 What We Look For Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Location: 450 E 22nd St., Lombard, IL Job Posted by ApplicantPro
Company:
Credit Union 1
Posted:
January 25 on ApplicantList
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More About this Listing: Financial Advisor
Financial Advisor is a Accounting & Finance Financial Advisor Job at Credit Union 1 located in Lombard IL. Find other listings like Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.