Financial Advisor – Thumb Bank and Trust
LPL Financial(3 months ago)
About this role
A Financial Advisor at Thumb Bank and Trust, in partnership with LPL Financial, provides financial services to clients throughout their financial lives. This role involves building a strong client base supported by the bank's referral system and utilizing a range of investment products and technologies to create tailored financial solutions.
Required Skills
- Investment Sales
- Client Solutions
- Financial Planning
- Relationship Building
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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