Financial Advisor – Bank Five Nine

LPL Financial(5 months ago)

Oconomowoc, WIOnsiteFull TimeMedior$45,000 - $75,000Finance

About this role

A Financial Advisor at Bank Five Nine partners with LPL Financial to provide a comprehensive range of financial services to clients. This role offers the opportunity to build a strong client base, leverage the bank’s referral system, and create tailored solutions while growing one's business in a supportive environment. The advisor will have access to LPL’s resources and product offerings to assist clients at every stage of their financial lives.

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Required Skills

Client Relationships
Investment Sales
Financial Solutions
Referral System
Insurance Licensing

Qualifications

Series 7
Series 66
Insurance License

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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