Financial Advisor - Michigan State University Federal Credit Union
Core
Provide comprehensive financial and investment solutions to credit union members across various life stages.
Role type
Independent Financial Advisor (Investment Sales)
Builds
Client-specific investment portfolios and financial plans
Domain
Financial Services / Wealth 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 client book, build new client base through referrals, create client-specific investment solutions, manage financial goals for members
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