Wealth Advisor - Arrowhead Credit Union
LPL Financial(3 months ago)
About this role
A Wealth Advisor at LPL Financial acts as a dedicated representative assigned to specific branches, delivering non-deposit investment products and services to customers. This role involves providing an advice-based approach to financial solutions while building strong partnerships with retail branch managers and maintaining relationships with clients.
Required Skills
- Investment Sales
- Financial Solutions
- Customer Service
- Sales Goals
- Compliance
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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