The Summit Federal Credit Union
LPL Financial(3 months ago)
About this role
A Financial Advisor at The Summit Federal Credit Union works in partnership with LPL Financial, providing a complete menu of financial services to credit union clients. This role is focused on building and servicing a strong client base, offering financial solutions tailored to the needs of members in the local community.
Required Skills
- Investment Sales
- Client Solutions
- Financial Services
- Referral Systems
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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