LPL Financial

Financial Advisor - First Commerce Credit Union

LPL Financial(5 months ago)

HybridFull TimeMedior$40,000 - $60,000Financial Services
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About this role

A Financial Advisor at First Commerce Credit Union, in partnership with LPL Financial, focuses on providing a full range of financial services to members. This role involves growing a client base through referrals, servicing an existing book of business, and creating tailored solutions for clients' financial goals. Advisors benefit from extensive resources and support to maximize their impact in the community.

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Required Skills

  • Investment Sales
  • Client Solutions
  • Financial Advisory

Qualifications

  • Series 7
  • Series 66
  • Insurance License
LPL Financial

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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