Financial Advisor - Central Bank
LPL Financial(4 months ago)
About this role
A Financial Advisor associated with LPL Financial at Central Bank in Tulsa, OK, will join a team dedicated to helping clients across various stages of their financial life. This position offers the opportunity to service an existing book of business and build a strong client base through the bank's referral system, while utilizing LPL's tools and technology to create customized client solutions.
Required Skills
- Financial Advisory
- Client Relationship Management
- Investment Solutions
- Sales Incentive
- Referral Systems
Qualifications
- Series 7
- Series 66
- Insurance License
About LPL Financial
lpl.comA 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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