Financial Advisor - Educational Systems Federal Credit Union
LPL Financial(5 months ago)
About this role
As a Financial Advisor at Educational Systems Federal Credit Union, you will work with TruStage and LPL Financial to provide financial services to credit union clients. This role focuses on building strong client relationships and service within the community, leveraging an existing book of business and referral system.
Required Skills
- Investment Sales
- Financial Planning
- Client Relationship Management
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.
View more jobs at LPL Financial →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at LPL Financial
Similar Jobs
Personal Financial Advisor
Wellby Financial(4 months ago)
Financial Advisor - PNC Wealth Management
Quantitative Marketing(1 month ago)
Financial Advisor
Commerce Bank(1 month ago)
Financial Advisor
Associated Bank, NA(2 months ago)
Financial Advisor - Decatur/Champaign/Bloomington (Empire)
CEFCU(1 month ago)
Financial Coordinator - Summit Credit Union (Waunakee office)
TruStage(1 month ago)