Financial Advisor - Kirtland Credit Union
LPL Financial(21 days ago)
About this role
A Financial Advisor associated with LPL Financial supporting Kirtland Credit Union’s Investment Program in Albuquerque, NM. The role partners with LPL to deliver investment and insurance solutions to credit union members using firm-provided tools, technology, and an open-architecture platform.
Required Skills
- Investment Sales
- Client Acquisition
- Relationship Management
- Referral Generation
- Financial Planning
- Product Knowledge
- Technology Proficiency
- Sales
Qualifications
- Series 7
- Series 66
- Series 63 or 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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