Open-Architecture Investment Advisor

A leading financial services firm seeks an Investment Representative in Santa Rosa, California, under the Investment Program at Redwood Credit Union. This position involves servicing existing clients and building a new client base using the credit union’s referral system. Candidates should have necessary licenses and three or more years of investment sales experience. This role offers the freedom to create tailored client solutions supported by LPL's technology and resources. #J-18808-Ljbffr