Wealth Advisor - America First Credit Union
LPL Financial(4 months ago)
About this role
A Wealth Advisor at America First Credit Union, affiliated with LPL Financial, works on-site to provide tailored financial services to clients, focusing on investment products and solutions. This role involves building strong partnerships with branch staff and delivering exceptional customer experiences while meeting individual sales goals.
Required Skills
- Investment Sales
- Financial Solutions
- Client Experience
- Sales Goals
Qualifications
- High School Diploma
- Bachelor’s Degree Preferred
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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