Financial Advisor - Summit Credit Union
Core
Financial Advisor providing investment solutions to bank clients 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
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 investment platforms
Responsibilities
Manage existing book of business, build new client base, create client-specific investment solutions, support clients through various financial life stages
Seniority
Mid-level, independent contractor