Financial Advisor - DFCU Financial
LPL Financial(2 months ago)
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.
Required Skills
- Investment Sales
- Client Solutions
- Financial Services
- Sales Incentives
Qualifications
- Series 7
- Series 66
- 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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