Financial Advisor - Pentagon Federal Credit Union
LPL Financial(5 months ago)
About this role
A Financial Advisor at Pentagon Federal Credit Union, associated with TruStage and LPL Financial, plays a crucial role in providing financial solutions to clients within the community. This position allows advisors to build strong client relationships, manage an existing book of business, and utilize the credit union’s referral system to grow their practices.
Required Skills
- Client Solutions
- Investment Sales
- Referral System
- 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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