Licensed Financial Advisor

Job Summary

To support a growing practice, the full-time Licensed Financial Advisor will manage a portfolio of clients, build a strong client base through referrals, and create tailored financial solutions while working remotely.

Key responsibilities

• Manage a book of business and service existing clients upon hire
• Develop new client relationships through the credit union's referral system
• Create customized financial solutions using a wide range of investment products

Required qualifications

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