Financial Advisor - Embers Credit Union
Core
Independent Financial Advisor providing investment and insurance solutions to credit union members.
Role type
Independent Financial Advisor (IC)
Builds
Client investment portfolios and insurance plans
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, Insurance licensing, Client relationship management, Financial planning, Portfolio construction, Regulatory compliance
Preferred skills
Credit union member base access, Referral system utilization
Technologies
LPL proprietary technology, Open architecture investment platforms
Responsibilities
Build a strong client base using credit union referrals, Create client-specific investment solutions, Manage client portfolios and insurance needs, Grow business within assigned branch territories