Centralized Financial Advisor - Orange County's Credit Union
Core
Financial Advisor providing investment solutions to credit union members, building a client base through referrals and new client acquisition.
Role type
Independent Financial Advisor (IC)
Builds
Client investment portfolios and financial solutions
Domain
Financial Services / Investment 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
Service existing book of business, build strong client base via referral system, find new clients via member base, create client-specific investment solutions
Seniority
Mid-level, hands-on IC
Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.
