Financial Advisor - CoVantage Credit Union
Core
Financial Advisor providing investment and insurance solutions to bank clients, creating client-specific solutions without proprietary products.
Role type
Financial Advisor (Investment Program)
Builds
Client investment portfolios and insurance coverage
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
Existing book of business, referral network development
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Service existing book of business, build new client base via bank referrals, create client-specific financial solutions, utilize bank's reputation and community standing
Seniority
Mid-level, hands-on IC
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