State Licensed Financial Advisor

Job Summary

To support a growing practice, the full-time State Licensed Financial Advisor will manage a portfolio of clients, build strong relationships through a credit union's referral system, and create tailored financial solutions while working remotely.

Key responsibilities

• Manage and service a book of business upon hire, leveraging existing client relationships
• Utilize the credit union's referral system to build a strong client base and identify new clients
• Create customized financial solutions using a wide range of investment products from third-party sponsors

Required qualifications

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