Financial Advisor - Signal Financial Federal Credit Union
LPL Financial(5 months ago)
About this role
A Financial Advisor at Signal Financial Federal Credit Union partners with LPL Financial and TruStage to provide comprehensive financial services to credit union clients in Kensington, MD. This role includes building a strong client base, servicing an existing book of business, and leveraging the credit union’s referral system to support clients in every stage of their financial life.
Required Skills
- Financial Solutions
- Investment Sales
- Client Relations
- Referral Systems
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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