Financial Advisor - American Heritage Federal Credit Union
LPL Financial(1 month ago)
About this role
A Financial Advisor position at American Heritage Federal Credit Union, employed by TruStage and associated with LPL Financial. The role supports the credit union’s Investment Program serving members and leverages LPL’s open-architecture platform, tools, and resources. The role is based in Warminster, PA and offers opportunities to grow a book of business using the credit union’s member base.
Required Skills
- Investment Sales
- Client Acquisition
- Relationship Management
- Financial Planning
- Product Knowledge
- Referral Development
- Sales Prospecting
- Client Service
Qualifications
- Series 7
- Series 66
- Series 63/65
- Insurance License
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
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