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 coverage
Domain
Banking / Credit Union / Wealth Management
Deliverable
client delivery
Required skills
Series 7, Series 66 (or 63/65), Insurance licensing, Investment sales experience
Preferred skills
Ability to build a client base, experience with open architecture platforms
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Service existing book of business, build new client base via referrals, create client-specific investment solutions, support members in various financial life stages
Seniority
Mid-level, hands-on IC
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