LPL Financial

Financial Advisor – Cornerstone Bank MA

LPL Financial(3 months ago)

Athol, MAOnsiteFull TimeMedior$40,000 - $100,000Finance
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About this role

A Financial Advisor at Cornerstone Bank MA partners with LPL Financial to provide a complete menu of financial services to clients. The role involves joining a dedicated team to support the local community and helping clients achieve their financial goals. This position offers opportunities for career growth and establishing a strong client base through referrals and existing client relationships.

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Required Skills

  • Investment Sales
  • Client Solutions
  • Financial Planning

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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