Financial Advisor - First Commerce Credit Union

LPL Financial(4 months ago)

HybridFull TimeMedior$40,000 - $60,000Finance

About this role

A Financial Advisor at First Commerce Credit Union, in partnership with LPL Financial, provides a comprehensive range of financial services to credit union clients. The role emphasizes serving existing clients and building a client base through community engagement, leveraging referral systems, and utilizing a variety of investment products. This position supports the advisor's growth within a team dedicated to assisting members at various financial stages.

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Required Skills

Investment Sales
Client Solutions
Financial Planning

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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