Financial Advisor - Commerce Bank
LPL Financial(26 days ago)
About this role
A Financial Advisor associated with LPL Financial placed at Commerce Bank in St. Charles, MO, working within the bank’s Investment Program to provide investment products and financial guidance to bank clients. The role leverages LPL’s platform and resources while the advisor is employed by Commerce Bank and licensed through LPL.
Required Skills
- Investment Sales
- Client Acquisition
- Relationship Management
- Financial Planning
- Business Development
- Referral Networking
Qualifications
- Series 7
- Series 66
- Series 63/65
- 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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