About this role
LPL Financial Advisor at FourLeaf Federal Credit Union / LPL Financial Services. Location: Cherry Hill, New Jersey, United States. Role: Provide investment planning, Establish member relationships, Maintain licenses and compliance Requirements: Provide investment planning, compliance and sales services; 1-4 years in investments/insurance sales; licenses and ongoing education required; CFP preferred; FINRA Series 7 and NASD 66 or 65; NYS Life and Health insurance license; associate degree. Category: Finance and Accounting Seniority: Mid Level Tools: MS Excel, Brokerage software, Windows, Internet Certifications: finra series 7, nasd 66, nasd 65, nyslifeandhealthinsurance Commitment: Full Time Workplace: Onsite Languages: English