Associate Advisor - Boeing Employee Credit Union
Core
Associate Advisor providing investment and insurance solutions to credit union members across various financial life stages.
Role type
Financial Advisor (Investment & Insurance)
Builds
Client-specific financial solutions using an open architecture platform
Domain
Financial Services / Credit Union Investment Program
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance, sales incentive generation
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 via referrals, create client-specific investment solutions, manage client financial goals
Seniority
Mid-level, hands-on IC
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