LPL Financial

Financial Advisor - Commerce Bank

LPL Financial(26 days ago)

St. Charles, MOOnsiteFull TimeMedior$50,000 - $75,000Wealth Management
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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.

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Required Skills

  • Investment Sales
  • Client Acquisition
  • Relationship Management
  • Financial Planning
  • Business Development
  • Referral Networking

Qualifications

  • Series 7
  • Series 66
  • Series 63/65
  • 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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