Financial Advisor - CoVantage Credit Union
Based in United States
Core
Financial Advisor providing investment and insurance solutions to bank clients and building a client base through referrals.
Role type
Financial Advisor (Investment Program)
Builds
Client investment portfolios and insurance solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
Existing book of business, strong referral network
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Service 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