Wealth Advisor - VIA Credit Union
LPL Financial(4 months ago)
About this role
A Wealth Advisor at VIA Credit Union, affiliated with LPL Financial, is responsible for delivering personalized financial services to clients through a consultative approach. This role involves fostering strong relationships with branch staff and clients to provide tailored investment solutions while ensuring compliance with regulatory standards.
Required Skills
- Investment Sales
- Financial Solutions
- Customer Service
- Sales Goals
Qualifications
- High School Diploma
- Active State 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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