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Financial Advisor
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- Description: JOB STATUS: Exempt (Non-Management) REPORTS TO: SVP of Retail Services SUPERVISES: None Schedule: Position eligible for hybrid work arrangement, including two days per week on-site, following initial training period.
- Generate revenue for the credit union's Retirement & Investment Center program by utilizing our affiliation with TruStage Wealth Management Services, Inc. (TruStage) and LPL Financial to develop long term relationships through prescribed methods, growing the business consistently and appropriately.
- Consistently and effectively utilize all tools, technology, and resources as prescribed by TruStage, LPL Financial and the Credit Union.
- Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
- Attend and participate in TruStage and LPL Financial meetings, virtual and face to face, as scheduled.
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