Associate Advisor - Boeing Employee Credit Union
Based in United States
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 solutions
Domain
Financial Services / Credit Union / Investment Management
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
Existing book of business, strong referral network
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Service existing book of business, build client base, create client-specific investment solutions, support members through financial life stages
Seniority
Mid-level, individual contributor