Financial Advisor – Coast Central Credit Union
Core
Independent Financial Advisor servicing credit union members to create client-specific investment solutions using an open architecture platform.
Role type
Independent Financial Advisor (IC)
Builds
Client investment portfolios and financial plans
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, open architecture product selection, regulatory compliance
Preferred skills
Existing book of business, credit union member base access
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Service existing book of business, build new client base via referrals, create client-specific investment solutions, support members in all stages of financial life
Seniority
Mid-level, independent contractor