Financial Advisor - WEOKIE Credit Union - Oklahoma CIty, OK
lplfinancial · Oklahoma City, OK · $60k–$75k
- Posted
- 29 days ago
- Published range
- $60k–$75k
What this role involves
This role is a Financial Advisor position at WEOKIE Credit Union in Oklahoma City, OK, employed by TruStage and associated with LPL Financial. The advisor will service an existing book of business, build a client base through referrals, and provide financial solutions to credit union members. Requirements include Series 7 and 66 (or 63/65) licenses, an insurance license, and three or more years of investment sales experience.
Skills this posting asks for
- series 7
- series 66
- series 63
- series 65
- insurance license
- investment sales
Requirements
- 3 years of experience
- Level: mid
- Remote policy: onsite
Apply without filling the form
Approve this role and the application is completed for you, including a résumé tailored to it. You get a confirmation when it lands, and a credit is only spent when a submission is confirmed.
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