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Opportunity:
- Service a book of business.
- Build a robust client base with referrals.
- Create client solutions without proprietary products.
Requirements:
- Series 7 and 66 (63/65) required.
- Insurance license required.
- Three or more years of investment sales experience.
TruStage
TruStage partners with LPL Financial to offer financial services to credit union clients, helping members in every stage of their financial life. The Investment Program at TruStage supports the local community.