Financial Advisor - Armco Credit Union
Core
Financial Advisor providing investment and insurance solutions to credit union members and families.
Role type
Financial Advisor (Investment & Insurance)
Builds
Client financial solutions using open architecture investment products
Domain
Financial Services / Credit Union
Deliverable
client delivery
Required skills
investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
existing book of business, referral network development
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Service existing book of business, build client base via referrals, create client-specific investment solutions, find new clients from member base
Seniority
Mid-level, hands-on IC
Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.