Financial Advisor - Adventure Credit Union
Core
Financial Advisor providing investment solutions to bank clients at Adventure Credit Union.
Role type
Financial Advisor (Investment Sales)
Builds
Client investment portfolios and financial solutions
Domain
Banking / Wealth Management
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 investment platforms
Responsibilities
Service existing book of business, build new client base, create client-specific investment solutions, utilize bank referral system
Seniority
Mid-level, hands-on IC
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