Financial Advisor - Lone Star National Bank, San Antonio
Core
Financial Advisor providing investment and insurance solutions to credit union members and families.
Role type
Financial Advisor (Investment Program)
Builds
Client financial solutions using open architecture investment products
Domain
Financial Services / Credit Union / Investment Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
Credit union member base development, proprietary product avoidance
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Service existing book of business, build client base via credit union referrals, create client-specific investment solutions, support members through various financial life stages
Seniority
Mid-level, hands-on IC
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