Wealth Advisor - Suffolk Federal Credit Union

LPL Financial(5 months ago)

Medford, NYOnsiteFull TimeMedior$58,500 - $70,000Financial Services

About this role

A Wealth Advisor at LPL Financial provides tailored financial services to clients through a dedicated employee advisor model within a credit union. This role involves building strong relationships with local branch staff and offering non-deposit investment products to meet the personalized needs of customers.

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Required Skills

Sales Experience
Client Solutions
Investment Products
Customer Service

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.com

A 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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