Financial Advisor - Erie Federal Credit Union
LPL Financial(4 months ago)
About this role
A Financial Advisor at Erie Federal Credit Union, associated with LPL Financial, provides comprehensive financial services to credit union clients. This role involves building and supporting a client base, leveraging the credit union's referral system, and creating tailored financial solutions for members at various stages of their financial lives.
Required Skills
- Financial Planning
- Client Management
- Investment Strategies
- Sales Skills
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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