LPL Financial

Financial Advisor - Arrow Bank

LPL Financial(5 months ago)

Saratoga Springs, NYOnsiteFull TimeSenior$65,000 - $80,000Finance
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About this role

The Financial Advisor position at Arrow Bank, associated with LPL Financial, offers an opportunity to engage with clients at various stages of their financial lives and help them achieve their financial goals. This role allows for business growth by leveraging the bank's referral system and existing client base while providing access to extensive financial tools and resources.

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Required Skills

  • Investment Sales
  • Client Solutions
  • Financial Services
  • Relationship Management

Qualifications

  • Series 7
  • Series 66
  • Insurance License
LPL Financial

About LPL Financial

lpl.com

A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.

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