LPL Financial

Financial Advisor - Northwest Bank

LPL Financial(27 days ago)

Meadville, PAOnsiteFull TimeMedior$30,000 - $60,000Wealth Management
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About this role

A Financial Advisor associated with LPL Financial embedded in Northwest Bank’s Investment Program in Meadville, PA. The role serves bank clients by delivering investment and insurance solutions through LPL’s open-architecture platform and the bank’s client base. Employment is with Northwest Bank while LPL holds securities and insurance licenses.

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Required Skills

  • Investment Sales
  • Client Acquisition
  • Financial Planning
  • Relationship Management
  • Prospecting
  • Sales Incentives
  • Open Architecture
  • Technology Use

Qualifications

  • Series 7
  • Series 66 (or 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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