Financial Advisor - PenFed Credit Union
Core
Financial Advisor providing investment and insurance solutions to PenFed 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, 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 via credit union referrals, create client-specific investment solutions, manage client financial goals
Seniority
Mid-level, hands-on IC