Financial Advisor - Empower Federal Credit Union
Core
Provide comprehensive financial and investment solutions to clients at various life stages, leveraging a bank's referral system and existing book of business.
Role type
Independent Financial Advisor (Investment Sales)
Builds
Client-specific investment portfolios and financial plans
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, portfolio management, client relationship management, regulatory compliance
Preferred skills
Existing book of business, community reputation
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Service existing client base, acquire new clients via bank referrals, create client-specific investment solutions, manage financial goals
Seniority
Mid-level, hands-on IC
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