Financial Advisor - Metro Credit Union
Core
Financial Advisor providing investment and insurance solutions to credit union members.
Role type
Financial Advisor (Investment & Insurance)
Builds
Client investment portfolios and insurance coverage
Domain
Financial Services / Credit Union
Deliverable
client delivery
Required skills
Investment sales, Insurance licensing, Client relationship management, Financial planning, Regulatory compliance, Business development
Preferred skills
Existing book of business, Referral network utilization
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, Manage client financial goals
Seniority
Mid-level, independent contractor