Financial Advisor - Universal 1 Credit Union
LPL Financial(4 months ago)
About this role
As a Financial Advisor at Universal 1 Credit Union, you will help credit union members navigate their financial journeys by providing tailored investment solutions. Partnering with LPL Financial, this role offers you the chance to grow your career while servicing an existing book of business and leveraging the credit union's exceptional referral system.
Required Skills
- Financial Advisory
- Investment Sales
- Client Solutions
- 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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