Patelco Credit Union
Financial Services
FinancialAdvisor
The Brief
“Financial Advisor at Patelco Credit Union. Skills: Financial advising, Client relationship management, Investment sales. Service existing book of business. Build client base”
Industry & Context.
What They're Looking For.
Must Have
Series 7 and 66 (63/65) required, Insurance license required, Three or more years of investment sales experience
What You'll Do.
Service existing book of business
Create client solutions
How You'll Work.
Team & Collaboration
Join a team dedicated to helping members; Work with LPL's resources and expertise
Free ATS check
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ANONYMOUS · UNFILTERED
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