Financial Consultant – Delta Community Credit Union
LPL Financial(8 months ago)
About this role
A Financial Consultant associated with LPL Financial works with Delta Community Credit Union to provide comprehensive financial services to clients. This role focuses on building client relationships and offering tailored financial solutions while leveraging the credit union's existing member base and resources.
Required Skills
- Investment Sales
- Client Solutions
- Financial Services
- Relationship Building
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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