Financial Advisor - San Francisco Federal Credit Union
LPL Financial(1 month ago)
About this role
As a Financial Advisor at San Francisco Federal Credit Union, you will connect with clients to help them achieve their financial goals through tailored investment and insurance solutions. This role involves building relationships, partnering with branch teams, and leveraging the credit union's exceptional referral system to grow your client base.
Required Skills
- Investment Solutions
- Client Relationship
- Sales Experience
- Insurance Licensing
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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