Financial Advisor - Franklin Mint Federal Credit Union
LPL Financial(2 days ago)
About this role
A Financial Advisor at TruStage Federal Credit Union, partnered with LPL Financial, assists members in achieving their financial goals through investment and financial planning services. The role involves helping clients, building a client base, and utilizing available resources to create tailored financial solutions.
Required Skills
- Investment Sales
- Financial Planning
- Customer Service
- Portfolio Management
- Financial Advice
- Golang
- Insurance
- Client Relations
- Securities
- Asset Management
Qualifications
- Series 7
- Series 66 (63/65)
- 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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