Wealth Advisor - Gesa Credit Union
LPL Financial(1 month ago)
About this role
As a Wealth Advisor with LPL Financial at Gesa Credit Union, you will represent multiple branches delivering Non-Deposit Investment Products and services tailored to customers' financial needs. The role focuses on establishing strong relationships with branch staff and partners while providing comprehensive financial solutions to clients.
Required Skills
- Investment Solutions
- Client Experience
- Sales Strategy
- Relationship Management
Qualifications
- High School Diploma or Equivalent
- Active Life Insurance License
- Active Series 7 Registration
- Active Series 63 Registration
- Active Series 65 or 66
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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