Financial Advisor - Spokane Teacher Credit Union
Core
Provide comprehensive financial planning and investment solutions to credit union members across various life stages.
Role type
Independent Financial Advisor (Investment Sales)
Builds
Client-specific investment portfolios and financial plans
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, financial planning, client relationship management, regulatory compliance
Preferred skills
Existing book of business, community reputation leverage
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Service existing client book, build new client base through referrals, create client-specific investment solutions, manage client financial goals
Seniority
Mid-level, hands-on IC
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