Financial Advisor - University Federal Credit Union
Core
Financial Advisor providing investment solutions to credit union clients via an open architecture platform.
Role type
Financial Advisor (Investment Sales)
Builds
Client investment portfolios and financial solutions
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance
Preferred skills
Credit union client experience, open architecture platform utilization
Technologies
LPL proprietary technology, open architecture investment platforms
Responsibilities
Build a strong client base, create client-specific investment solutions, support clients in every stage of their financial life, grow business with LPL tools and support
Seniority
Mid-level, hands-on IC