Financial Advisor – Cornerstone Bank MA
LPL Financial(3 months ago)
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.
Required Skills
- Investment Sales
- Client Solutions
- Financial Planning
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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