Financial Advisor - Hanscom Federal Credit Union
LPL Financial(22 days ago)
About this role
A Financial Advisor at Hanscom Federal Credit Union is an investment advisor associated with LPL Financial, joining the credit union's Investment Program in Chestertown, MD. The role supports the local community by offering a full menu of financial services to members and leverages LPL’s technology and open-architecture platform. Employment is with Hanscom Federal Credit Union while securities and insurance licenses are held by LPL Financial.
Required Skills
- Investment Sales
- Client Acquisition
- Financial Planning
- Relationship Management
- Regulatory Compliance
- Product Knowledge
Qualifications
- Series 7
- Series 66 (or 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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