Financial Advisor - Sandia Area Federal Credit Union
LPL Financial(1 year ago)
About this role
As a Financial Advisor at Sandia Area Federal Credit Union, you will have the opportunity to help individuals and families navigate their financial needs through a strong support system provided by TruStage and LPL Financial. This role involves servicing an existing client base while also building new client relationships within the community, leveraging the credit union’s resources and reputation.
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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