Financial Advisor – Mid Oregon Credit Union
Core
Independent Financial Advisor providing investment and insurance solutions to credit union members.
Role type
Independent Financial Advisor (IC)
Builds
Client investment portfolios and insurance plans
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, portfolio management, insurance sales, client relationship management, financial planning
Preferred skills
Credit union member base knowledge, open architecture platform utilization
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Build a strong client base using credit union referrals, create client-specific investment solutions, support members in every stage of their financial life, grow business with LPL tools and support
Seniority
Mid-level, independent contractor