About this role
Associate Advisor - Boeing Employee Credit Union at Lplfinancial. Location: Tacoma, Washington, United States. Role: servicing book, building clients, creating solutions Requirements: Series 7 and 66 (63/65) and insurance license required, 3+ years investment sales experience, ability to service and grow client relationships. Category: Sales Seniority: Mid Level Certifications: series 7, series 66, series 63, series 65, insurance Commitment: Full Time Workplace: Onsite Languages: English