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Investment Representative

LPL Financial partners with credit unions to provide comprehensive financial services, and this position at Redwood Credit Union in Napa, CA offers an opportunity to join their Investment Program as an Investment Representative. The role involves servicing an existing book of business, building a client base, and creating tailored financial solutions for clients.

Investment Representative - Redwood Credit Union

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. The Investment Representative at Redwood Credit Union will support the local community by servicing an existing book of business and building a strong client base. This role offers opportunities for career growth and the ability to create tailored client solutions.

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Redwood Credit Union is seeking an Investment Representative who will focus on virtual channels to provide exceptional personalized service and investment products to Member-clients and prospects. The role involves assessing financial goals, developing investment strategies, and maintaining relationships while ensuring compliance with regulations.

Investment Representative   Redwood Credit Union

Investment Representative Redwood Credit Union in united states (1000+)

Investment Representative - Redwood Credit Union

Investment Representative - Redwood Credit Union

Investment Representative