Financial Advisor
Core
Provide comprehensive financial and investment solutions to credit union members and families 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, 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 new client base via referrals, create client solutions without proprietary products, support members' financial goals
Seniority
Mid-level, hands-on IC
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