Financial Advisor - Workers Credit Union
Based in United States
Core
Financial Advisor providing investment and insurance solutions to credit union clients, building a book of business and creating client-specific financial plans.
Role type
Independent Financial Advisor (IC)
Builds
Client investment portfolios and insurance solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment sales, client relationship management, financial planning, regulatory compliance, open architecture product selection
Preferred skills
Existing book of business, strong referral network
Technologies
LPL proprietary technology, open architecture platform
Responsibilities
Service existing and new client base, create client-specific financial solutions, build business through credit union referral system
Seniority
Mid-level, independent contractor