Wealth Advisor - America First Credit Union
LPL Financial(4 months ago)
About this role
A Wealth Advisor at LPL Financial collaborates with credit unions to deliver tailored financial services to clients. This role focuses on providing comprehensive investment products and solutions, while building relationships with retail branch staff and driving sales within the assigned territory.
Required Skills
- Sales
- Customer Service
- Financial Solutions
- Investment Products
Qualifications
- High School Diploma
- Active State Applicable Life Insurance License
- Active Series 7 Registration
- Active Series 63 Registration
- Active Series 65 or 66 Registration
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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