Investment Representative - Redwood Credit Union
LPL Financial(1 month ago)
About this role
An Investment Representative associated with LPL Financial based at Redwood Credit Union in Napa, CA. The role is part of the credit union’s Investment Program and supports delivery of investment products and services to credit union members. The position leverages LPL’s platform and the credit union’s community presence to grow the investment business.
Required Skills
- Investment Sales
- Client Acquisition
- Financial Advice
- Relationship Management
- Product Knowledge
Qualifications
- Series 7
- Series 66 (or 63/65)
- 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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