Financial Advisor - All In CU - Dothan, AL
Core
Provide comprehensive financial planning and investment solutions to credit union members across various life stages.
Role type
Independent Financial Advisor (Credit Union)
Builds
Client investment portfolios and financial plans
Domain
Financial Services / Credit Union
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance, sales incentive generation
Preferred skills
Existing book of business, strong referral network
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Service existing book of business, build new client base via referrals, create client-specific investment solutions, support members' financial goals
Seniority
Mid-level, independent contractor
Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.
