Financial Advisor - Apple Federal Credit Union
Core
Financial Advisor providing investment solutions to bank clients at Apple Federal Credit Union, serving individuals and families across all stages of their financial life.
Role type
Financial Advisor (Investment Sales)
Builds
Client investment portfolios and financial solutions using an open architecture platform
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance, open architecture product selection
Preferred skills
Existing book of business, strong referral network, community reputation leverage
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Service existing book of business, build new client base through bank referrals, create client-specific investment solutions, grow business using firm tools and support
Seniority
Mid-level, hands-on IC
