Financial Advisor - Sate Employee CU of Maryland - Baltimore, MD
$60,000–$80,000 year
On-site · Baltimore, Maryland, United States
Job Summary
Financial Advisor with LPL Financial partnership in Baltimore, MD, helping credit union members with comprehensive financial solutions. Role leverages an open-architecture platform, access to thousands of investment products, and a referral system to build a strong client base across branch territories. Collaborates with the credit union and LPL to deliver tailored client solutions, grow the advisor’s practice, and support members in all stages of their financial life using tools and resources provided by LPL and the affiliation with Sate Employee CU of Maryland.
Required Qualifications
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
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