Financial Advisor – Mid Oregon 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 / Wealth Management
Deliverable
client delivery
Required skills
investment sales, client relationship management, financial planning, regulatory compliance, open architecture product selection
Preferred skills
existing book of business, referral network development
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Service existing book of business, build new client base via referrals, create client-specific investment solutions, manage client relationships
Seniority
Mid-level, hands-on IC
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