Financial Advisor - The Bank of Tampa
LPL Financial(6 days ago)
About this role
This position at The Bank of Tampa in Sarasota, FL, offers an opportunity to serve as a Financial Advisor through an investment program supported by LPL Financial. The role focuses on helping clients achieve their financial goals by providing personalized financial solutions and growing a client base. It emphasizes career development with access to extensive resources and community engagement.
Required Skills
- InvestmentSales
- FinancialPlanning
- ClientManagement
- InvestmentProducts
- RegulatoryCompliance
- InsuranceLicensing
- Sales
- FinancialAnalysis
- AssetManagement
- CustomerService
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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