Financial Advisor - Sun Federal Credit Union
Core
Independent Financial Advisor providing investment and insurance solutions to credit union members.
Role type
Independent Financial Advisor (Investment & Insurance)
Builds
Client financial plans and investment portfolios
Domain
Financial Services / Credit Union
Deliverable
client delivery
Required skills
Investment sales, Insurance licensing, 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 book of business, Build client base via credit union referrals, Create client-specific investment solutions, Manage client financial goals
Seniority
Mid-level, Independent Contractor
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