Associate Advisor - Boeing Employee Credit Union
Core
Financial Advisor supporting members of Boeing Employee Credit Union with investment solutions and financial planning.
Role type
Financial Advisor (Investment Sales)
Builds
Client investment portfolios and financial plans
Domain
Financial Services / Credit Union / Investment Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
Existing book of business, referral network development
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Service existing book of business, build client base through referrals, create client-specific investment solutions, support members in various financial life stages
Seniority
Mid-level, hands-on IC
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