LPL Financial

Financial Advisor - Redwood Credit Union

LPL Financial(4 months ago)

San Rafael, CAOnsiteFull TimeSenior$68,640 - $68,640Finance
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About this role

The Financial Advisor position at Redwood Credit Union, in partnership with LPL Financial, offers an opportunity to assist clients through various financial services. The role emphasizes community support and allows advisors to build their client base while leveraging existing relationships within the credit union. Advisors will be equipped with personalized solutions and resources, making a significant impact on clients' financial lives.

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Required Skills

  • Investment Sales
  • Client Solutions
  • Financial Services

Qualifications

  • Series 7
  • Series 66
  • Insurance License
LPL Financial

About LPL Financial

lpl.com

A 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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