Financial Advisor - Spokane Teacher Credit Union
Core
Financial Advisor providing investment solutions to credit union members across various life stages.
Role type
Financial Advisor (Investment Sales)
Builds
Client investment portfolios and financial plans
Domain
Financial Services / Credit Union / Investment Management
Deliverable
client delivery
Required skills
Investment sales, portfolio management, financial planning, client relationship management, regulatory compliance
Preferred skills
Credit union member base development, open architecture product selection
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Create client-specific investment solutions, build and grow client base, support members through all financial life stages, utilize credit union referral system
Seniority
Mid-level, hands-on IC
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