Financial Advisor - Oklahoma Central Credit Union
LPL Financial(7 months ago)
About this role
As a Financial Advisor at TruStage, associated with LPL Financial, you will support credit union clients in achieving their financial goals. The role involves servicing an existing book of business, building a strong client base, and creating tailored financial solutions utilizing an open architecture platform of investment products. You will benefit from a dedicated team and significant resources aimed at enhancing client service and business growth.
Required Skills
- Investment Sales
- Client Solutions
- Financial Planning
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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