Wealth Advisor – Delta Community Credit Union
LPL Financial(8 months ago)
About this role
As a Wealth Advisor at Delta Community Credit Union, you will join the Investment Program affiliated with LPL Financial, where you will support clients through a broad range of financial services and solutions. This position allows you to build a strong client base through the credit union’s referral system and offers tools and support to help you grow your business and meet clients' financial goals.
Required Skills
- Investment Sales
- Client Solutions
- Financial Advisory
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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