Financial Advisor – Mid Oregon Credit Union
Core
Financial Advisor providing investment solutions to credit union members and families.
Role type
Financial Advisor (Investment Sales)
Builds
Client investment portfolios and financial plans
Domain
Financial Services / Credit Union
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
None stated
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Build a client base using credit union referrals, create client-specific investment solutions, support members in various financial life stages
Seniority
Mid-level IC
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