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Financial Advisor at LPL Financial - ApplyBlast

Financial Advisor

LPL Financial

3 months ago

3.5 on Glassdoor

Bowling Green, Kentucky, United States

Onsite

Full Time

Medior

0 applicants

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About this role

Join Service One Wealth Advisors at Service One Credit Union in Bowling Green, KY as a Financial Advisor associated with LPL Financial. The role offers the ability to service an existing book of business, build a client base through the bank’s referral system, and create customized client solutions using an open architecture platform and LPL’s tools and support.

Responsibilities

Service existing book of business
Build and expand client base using bank referrals
Create customized client financial solutions
Leverage LPL tools, technology, and support
Grow business through new client acquisition

Skills

Qualifications

Series 7Series 66 (or 63/65)Insurance license

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

View Profile

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.