Financial Advisor - 3 Rivers Federal Credit Union
Core
Financial Advisor providing investment solutions to bank clients through a partnership with LPL Financial.
Role type
Financial Advisor (Investment Sales)
Builds
Client investment portfolios and financial solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, portfolio management, client relationship management, 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 new client base, create client-specific investment solutions, utilize bank referral system
Seniority
Mid-level, hands-on IC
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