Financial Advisor - NASA Federal Credit Union
Core
Financial Advisor supporting clients in every stage of their financial life by creating client-specific investment solutions without proprietary products.
Role type
Financial Advisor (Investment Program)
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
Building a client base, leveraging bank referral systems, business growth
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Manage existing book of business, build strong client base, create client-specific investment solutions, support clients through various financial stages
Seniority
Mid-level, hands-on IC
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