Financial Advisor – OneAZ Credit Union
LPL Financial(8 months ago)
About this role
A Financial Advisor at OneAZ Credit Union, associated with LPL Financial, focuses on providing financial services to clients within the credit union's community. This role emphasizes building strong client relationships, creating tailored investment solutions, and leveraging an extensive referral system to enhance business growth.
Required Skills
- Client Base Development
- Investment Solutions
- Financial Planning
- Sales Incentives
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.
View more jobs at LPL Financial →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at LPL Financial
Similar Jobs
Financial Advisor - Lincoln/Bloomington/Normal Based
CEFCU(1 month ago)
Financial Advisor - Decatur/Champaign/Bloomington (Empire)
CEFCU(1 month ago)
Investment Advisor (French/English)
iA Private Wealth(1 month ago)
Personal Financial Advisor
Wellby Financial(4 months ago)
CA-Financial Advisor
CEFCU(1 month ago)
Financial Consultant - Cincinnati, OH
Fidelity(5 days ago)