Financial Advisor - Dover Federal Credit Union

LPL Financial(5 months ago)

Dover, DEOnsiteFull TimeMedior$45,000 - $74,000Finance

About this role

A Financial Advisor at Dover Federal Credit Union works closely with members to provide comprehensive financial solutions. This role focuses on servicing an existing book of business while also building a strong client base through referrals and community presence. Advisors benefit from proprietary technology and a suite of customized services from LPL Financial, allowing them to create tailored solutions for their clients' financial goals.

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Required Skills

Investment Sales
Client Solutions
Financial Planning
Relationship Management

Qualifications

Series 7
Series 66
Insurance License

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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