Wealth Advisor - Gesa Credit Union
LPL Financial(1 month ago)
About this role
LPL Financial invites you to join Gesa Credit Union as a Wealth Advisor, where you will provide a range of non-deposit investment products and services tailored to client needs. This role emphasizes collaboration with branch teams to enhance customer experiences and meet their financial goals.
Required Skills
- Investment Sales
- Client Experience
- Financial Solutions
- Regulatory Compliance
- Customer Service
Qualifications
- High School Diploma or Equivalent
- 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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