Financial Advisor - Minnesota Power Employee Credit Union
Core
Financial Advisor providing investment and insurance solutions to credit union members to support their financial goals.
Role type
Independent Financial Advisor (IC)
Builds
Client investment portfolios and insurance plans
Domain
Financial Services / Credit Union
Deliverable
client delivery
Required skills
Investment sales, insurance licensing, client relationship management, financial planning
Preferred skills
Existing book of business, 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, support members through various financial life stages
Seniority
Mid-level, hands-on IC
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