Financial Advisor – First City Credit Union
Core
Independent Financial Advisor building client portfolios and financial solutions for credit union members.
Role type
Independent Financial Advisor (IC)
Builds
Client investment portfolios and financial plans
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Portfolio management, client relationship management, financial planning, sales, regulatory compliance
Preferred skills
Credit union member base development, open architecture product selection
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Build a strong client base, create client-specific investment solutions, support members in every stage of their financial life
Seniority
Individual Contributor, sales-focused
Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.