Wealth Advisor - American Eagle Financial Credit Union
lplfinancial · Hartford, CT · $59k–$70k
- Posted
- 29 days ago
- Published range
- $59k–$70k
What this role involves
This role is a Wealth Advisor position at American Eagle Financial Credit Union, affiliated with LPL Financial. The advisor will work on-site at a bank branch in Hartford, CT, providing investment and insurance solutions to clients. Requires at least two years of investment sales experience and active FINRA registrations.
Skills this posting asks for
- investment sales
- series 7
- series 63
- series 65
- series 66
- life insurance license
- microsoft office
- powerpoint
- financial planning
- customer service
- communication
- organization
- research
- analysis
Requirements
- 2 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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