Financial Advisor - Mountain America Credit Union
LPL Financial(1 month ago)
About this role
A Financial Advisor at Mountain America Credit Union works in partnership with LPL Financial, offering a full suite of financial services to the credit union's members. This role focuses on building client relationships and supporting individuals through various financial stages, fostering community engagement and personal financial growth.
Required Skills
- Investment Sales
- Client Solutions
- Financial Advisory
- Relationship Building
Qualifications
- Series 7
- Series 66
- 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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