Financial Advisor - SW Florida
lakemichigancreditunion(22 days ago)
About this role
The Financial Advisor at LMCU is responsible for providing personalized financial planning and guidance to clients, promoting various financial products, and fostering client relationships. The role involves educating clients, developing financial strategies, and supporting community engagement efforts. It offers opportunities for growth within a member-focused credit union environment.
Required Skills
- Financial Planning
- Client Management
- Sales
- Insurance
- Investment
- CRM
- Data Analytics
- Business Development
- Community Outreach
- Regulatory Compliance
About lakemichigancreditunion
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