Financial Advisor - St. Mary's Bank
Core
Financial Advisor providing investment and insurance solutions to credit union members at St. Mary's Bank.
Role type
Independent Financial Advisor (IC)
Builds
Client investment portfolios and insurance plans
Domain
Financial Services / Credit Union
Deliverable
client delivery
Required skills
Investment sales, Insurance licensing, Client relationship management, Financial planning, Portfolio management, Regulatory compliance
Preferred skills
Existing book of business, Credit union member base knowledge
Technologies
LPL proprietary technology, Open architecture investment platforms
Responsibilities
Service existing book of business, Build client base via referrals, Create client-specific investment solutions, Support members in all stages of financial life
Seniority
Mid-level, hands-on IC