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Financial Advisor - The Summit Federal 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 ...
Financial Advisor - The Summit Federal 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 ...
Financial Advisor - The Summit Federal 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 ...
Financial Advisor - The Summit Federal 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 ...
Financial Advisor - The Summit Federal 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 ...
Financial Advisor - The Summit Federal 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 ...
Financial Advisor - The Summit Federal 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 ...
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Partners Federal Credit information
See salary details
$12.98 - $14.79
1% of jobs
$14.79 - $16.61
3% of jobs
$16.61 - $18.42
12% of jobs
$19.36 is the 25th percentile. Wages below this are outliers.
$18.42 - $20.24
18% of jobs
$20.24 - $22.05
9% of jobs
The median wage is $22.70 / hr.
$22.05 - $23.86
19% of jobs
$25.45 is the 75th percentile. Wages above this are outliers.
$23.86 - $25.68
15% of jobs
$25.68 - $27.49
7% of jobs
$27.49 - $29.31
5% of jobs
$29.31 - $31.12
7% of jobs
$31.12 - $32.93
3% of jobs
$12
$23
$32
How much do partners federal credit jobs pay per hour?
What is the difference between Partners Federal Credit vs Financial Services Representative?
| Aspect | Partners Federal Credit | Financial Services Representative |
|---|---|---|
| Required Credentials | Typically requires a high school diploma or equivalent; some roles may need FINRA licenses | High school diploma or equivalent; FINRA licenses often required |
| Work Environment | Credit union setting, member-focused, office-based | Banking or financial institution, client-facing, office or branch-based |
| Employer & Industry | Credit unions, financial services industry | Banks, financial services industry |
Partners Federal Credit and Financial Services Representatives both operate within the financial industry, often in client-facing roles requiring similar credentials. While Partners Federal Credit primarily serves credit union members, Financial Services Representatives work in banks or financial institutions, providing financial advice and services. Both roles focus on customer service and financial products, but their specific environments and employer types differ.
What is Partners Federal Credit Union?
What are some common challenges faced by employees working at Partners Federal Credit Union, and how can they be successfully managed?
What are the key skills and qualifications needed to thrive as a Credit Analyst at a Federal Credit Union, and why are they important?
LPL Financial rating
7.6
Based on 64 frontline employees who took The Breakroom Quiz
106th of 138 rated financial services
Job description
Financial Advisor - The Summit Federal 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 The Summit Federal Credit Union in Syracuse, NY would allow you to join The Summit Federal 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 The Summit Federal 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 The Summit Federal 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, The Summit Federal Credit Union.
Tracking # 1-05026674
What LPL Financial employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About LPL Financial
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
San Diego, CA, US
Year founded
1989