Financial Advisor – Premier America Credit Union
Core
Independent Financial Advisor role servicing credit union members to create client-specific investment solutions using an open architecture platform.
Role type
Independent Financial Advisor (Investment Sales)
Builds
Client investment portfolios and financial plans
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, open architecture platform utilization, client solution design, regulatory compliance
Preferred skills
Existing book of business, credit union member base access
Technologies
LPL proprietary technology, open architecture investment products
Responsibilities
Service existing book of business, build client base via credit union referrals, create client-specific investment solutions, grow business with LPL tools and support
Seniority
Mid-level, independent contractor
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