Financial Advisor – Coast Central Credit Union
Core
Financial Advisor providing investment and insurance solutions to credit union members, utilizing an open architecture platform to create client-specific financial plans.
Role type
Independent Financial Advisor (IC)
Builds
Client financial solutions and investment portfolios
Domain
Financial Services / 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, credit union member base access
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, hands-on IC
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