Financial Advisor - Summit Credit Union
Core
Financial Advisor supporting clients in every stage of their financial life with a complete menu of financial services.
Role type
Financial Advisor (Investment Program)
Builds
Client investment solutions using an open architecture platform with third-party products
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
Existing book of business, community reputation leverage
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Manage existing book of business, build client base via bank referrals, create client-specific investment solutions, support clients through various financial life stages
Seniority
Mid-level, hands-on IC
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