Wealth Advisor - Baton Rouge, Louisiana
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About The Position
Copper Financial is hiring a Wealth Advisor for our new credit union partner, EFCU Financial Federal Credit Union, located in Baton Rouge, LA. This is an exciting opportunity for a Wealth Advisor to help members achieve their long-term financial goals. The position is responsible for developing customized financial plans, making investment recommendations, and providing ongoing support to members. Copper Financial is a FINRA registered broker-dealer and SEC RIA, owned by CommunityAmerica Credit Union, one of the nation's largest credit unions based in Kansas City. We are an innovative organization dedicated to providing wealth management services to other credit unions throughout the country to help meet every member's unique financial needs.
