Licensed Financial Advisor

Job Summary

Licensed Financial Advisor, this full-time position involves servicing a book of business, building a client base through referrals, and creating tailored financial solutions for clients.

Key Responsibilities

• Service and manage a book of business from day one
• Build and maintain a strong client base utilizing the credit union's referral system
• Create customized financial solutions without proprietary product limitations

Required Qualifications

• Series 7 and 66 (or 63/65) licenses required
• Insurance license required
• Minimum of three years of investment sales experience