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5 Days AgoSaved
In-Office
Lansing, MI, USA
Mid level
Mid level
Financial Services
Provides investment and financial planning services to credit union members through an LPL Financial-affiliated investment program. The advisor serves an existing book of business, develops new client relationships through referrals and community networks, recommends investment solutions from third-party products, and grows an advisory practice using LPL’s technology, resources, and support. The role requires securities and insurance licensing plus at least three years of investment sales experience.
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