Financial Advisor - Oklahoma Central Credit Union
Core
Financial Advisor providing investment solutions to credit union members and building a client base through referrals and new client acquisition.
Role type
Financial Advisor (Investment Sales)
Builds
Client investment solutions and financial plans
Domain
Financial Services / Credit Union / Investment Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance, open architecture product selection
Preferred skills
Existing book of business, community reputation leverage
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Service existing book of business, build strong client base via referral system, find new clients via member base, create client solutions without proprietary products, grow business with firm tools and support
Seniority
Mid-level, hands-on IC
