Financial Advisor - Summit Credit Union
LPL Financial(2 months ago)
About this role
A Financial Advisor at Summit Credit Union, associated with LPL Financial, plays a pivotal role in providing a comprehensive range of financial services to clients at all stages of their financial lives. This position offers the opportunity to take over an existing book of business, build a strong client base, and create customized financial solutions while benefiting from LPL's technological support and resources.
Required Skills
- Investment Sales
- Client Solutions
- Referral System
- Financial Services
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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