About this role
LPL Financial Advisor at FourLeaf Federal Credit Union. Location: Bethpage, New York, United States. Role: Provide investment planning, Grow member relationships, Maintain licenses and compliance Requirements: Licensed financial advisor with FINRA Series 7/66/65 and NYS Life & Health Insurance license; CFP preferred; 3+ years in investments and insurance sales; strong planning, compliance and client service. Category: Finance and Accounting Seniority: Mid Level Certifications: nys life & health ins., finra series 7, nasd 66 or 65 Commitment: Full Time Workplace: Hybrid Languages: English