Client-Focused Investment Advisor
Landmark Credit Union
Landmark Credit Union is seeking a qualified investment professional to assist members with investment products and financial planning. The role involves conducting client meetings, gathering information, and preparing recommendations under senior advisors’ guidance. You will collaborate with credit union staff, fund and insurance companies, and LPL Financial to service client accounts and support investment solutions. #J-18808-Ljbffr Landmark Credit Union
Vacancy posted 3 days ago
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