LPL Financial

Financial Advisor - DFCU Financial

LPL Financial(2 months ago)

Winter Park, FLOnsiteFull TimeMedior$72,000 - $80,000Financial Services
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About this role

As a Financial Advisor at DFCU Financial associated with LPL Financial, you will help clients navigate their financial lives by leveraging a strong support system and a wide array of investment products. The role focuses on building a client base through a well-established referral system and providing customized financial solutions tailored to individual goals.

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Required Skills

  • Investment Sales
  • Client Solutions
  • Financial Services
  • Sales Incentives

Qualifications

  • Series 7
  • Series 66
  • Insurance License
LPL Financial

About LPL Financial

lpl.com

A 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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