Financial Advisor - Michigan Educational Credit Union
Core
Financial Advisor providing investment solutions and financial services to credit union members.
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, client relationship management, regulatory compliance
Preferred skills
Existing book of business, referral network development
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Service existing book of business, build new client base, create client-specific investment solutions, support members through various financial life stages
Seniority
Mid-level, hands-on IC
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