Financial Advisor - Keesler Credit Union - Biloxi, MS
Core
Provide comprehensive financial and investment solutions to credit union members, building a client base through referrals and servicing an existing book of business.
Role type
Independent 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 building, 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 accounts, create client-specific investment solutions, leverage credit union referral system, maintain required securities and insurance licenses
Seniority
Mid-level, independent contractor
