TVIA-Advisor (Finance)
With $2.6 billion in assets, Tennessee Valley Federal Credit Union (TVFCU) is a progressive member-focused financial institution, respected as one of the most financially sound in the industry. With 23 branches and using state-of-the-art technology, TVFCU provides financial services to more than 167,000 members in Southeast Tennessee and North Georgia. TVFCU was recently named the Best Credit Union in the state of Tennessee by Forbes.
TVFCU is looking for an experienced Financial Investment Advisor to join a team that is dedicated to helping members in every stage of their financial life.
With $2.6 billion in assets, Tennessee Valley Federal Credit Union (TVFCU) is a progressive member-focused financial institution, respected as one of the most financially sound in the industry. With 23 branches and using state-of-the-art technology, TVFCU provides financial services to more than 167,000 members in Southeast Tennessee and North Georgia. TVFCU was recently named the Best Credit Union in the state of Tennessee by Forbes.
TVFCU is looking for an experienced Financial Investment Advisor to join a team that is dedicated to helping members in every stage of their financial life.
This roles territory will be primarily focused in Dalton and North Georgia.
JOB DESCRIPTION:
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Tennessee Valley Federal Credit Union (TVFCU) in Chattanooga, TN would allow you to join the Investment Program as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at TVFCU 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 TVFCU 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 unions 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 unions member base
- The opportunity to create client solutions without proprietary products
- The ability to grow your business with LPLs combination of tools, technology, and support
- The benefit of LPLs experience helping financial institutions grow and maximize their investment programs
- The opportunity to capitalize on the credit unions 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 clients goals
Whatever your vision of success, were with you every step of the way.
REQUIREMENTS:
- Bachelors degree in Finance, Business or Accounting preferred
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
- Excellent verbal communication skills and the ability to interact with employees and members in a positive and professional manner.
By submitting an application, you are not applying for employment with LPL Financial. Employment is with TVFCU; however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
If you are considered for an offer of employment at TVFCU, you must successfully complete a pre-employment screen that includes:
- Verification of education, employment and other pertinent data included on your employment application, and eligibility to work in United States.
- Criminal background check and drug screening
- Pre-employment credit check required
Pre-employment screening helps TVFCU provide a safe environment for our members and employees, minimize risk, and ensure federal compliance.
