Financial Advisor - Adventure Credit Union
Core
Financial Advisor providing investment solutions to bank clients and building a client base through referrals and new client acquisition.
Role type
Independent contractor Financial Advisor (Investment Sales)
Builds
Client investment portfolios and financial solutions using an open architecture platform.
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, open architecture product selection, regulatory compliance
Preferred skills
Existing book of business, strong referral network
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Service existing book of business, build client base via bank referrals, create client-specific investment solutions, grow business using LPL tools and support
Seniority
Mid-level, hands-on IC