Financial Advisor - Service One Credit Union
Core
Independent Financial Advisor providing investment and insurance solutions to bank clients and building a personal client base.
Role type
Independent Financial Advisor (IC)
Builds
Client financial solutions and personal book of business
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
Existing book of business, referral network development
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Service existing and new client base, create client-specific investment solutions, build personal business through bank referrals
Seniority
Mid-level, independent contractor
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