Financial Advisor - EastRise Credit Union
LPL Financial(8 months ago)
About this role
A Financial Consultant at LPL Financial acts as a dedicated representative to deliver investment products and services to branch customers. The role involves providing advice-based financial solutions, actively soliciting investments, and building strong partnerships with retail branch managers and staff to enhance client relationships.
Required Skills
- Investment Sales
- Financial Solutions
- Customer Service
- Sales Goals
Qualifications
- High School Diploma
- Active Life Insurance License
- Active Series 7 Registration
- Active Series 63 Registration
- Active Series 65 or 66
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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