Financial Advisor - Patelco Credit Union
Core
Provide comprehensive financial and investment solutions to credit union members, leveraging an open architecture platform to create client-specific strategies.
Role type
Independent Financial Advisor (Investment Sales)
Builds
Client investment portfolios and financial plans
Domain
Financial Services / Credit Union Investment Program
Deliverable
client delivery
Required skills
Investment sales, portfolio management, client relationship management, regulatory compliance, financial planning
Preferred skills
Existing book of business, community reputation, referral network
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Service existing book of business, build new client base through referrals, create client-specific investment solutions, manage client financial goals
Seniority
Mid-level, independent contractor
