Financial Advisor- TTCU Federal Credit Union

Company: LPL Financial
Location: Tulsa
Posted on: January 16, 2020

Job Description:

TTCU Federal Credit Union, one of LPL's most successful and long tenured institution partners -is looking to recruit an established advisor in the Owasso and Tulsa, OK area to offer comprehensive wealth management services to their local customer base. - The advisor would cover existing clients and their investment needs from the Tulsa and Owasso area. With TTCU being a credit union the advisor will have access to the credit union asset information and the marketing coordinator will also help create any specific asset lists to proactively reach out to members of the credit union. There is book of business available day one for the new advisor to step in to. CU executives already have a large list of members who need support from an advisor to open new investment accounts. TTCU has over 300M in total deposits in these 2 branches, which include existing members who need wealth management advice. Full W2 benefits available- with generous compensation package, health, dental, eye, 401k, health savings coverage, vacation, etc. *TTCU is also offering an independant payout on a book of business the advisor would bring. Credit Union executives are committed to partnering with the selected advisor to ensure a successful, long term career. Included are marketing, technology, and business development resources. With the significant growth of the credit union, TTCU is gaining market share and well positioned to increase its community footprint. The Investment program is a core offering of the credit union. This is a unique W2 employment position offered through LPL Financial; TTCU Federal Credit Union has transitioned management and development of Investment Services to LPL's industry leading Institution Services Consulting Group. -This has allowed for a more seamless integration into LPL's full product and technology platform, and includes LPL's exceptional employee benefit package as well. * Series 7 required and must be currently registered with FINRA

Keywords: LPL Financial, Tulsa , Financial Advisor- TTCU Federal Credit Union, Accounting, Auditing , Tulsa, Oklahoma