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Financial Advisor at LPL Financial - ApplyBlast

Financial Advisor

LPL Financial

1 month ago

3.5 on Glassdoor

Athol, Massachusetts, United States

Onsite

Full Time

Medior

0 applicants

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About this role

This role involves joining the Investment Program at Cornerstone Bank as a Financial Advisor associated with LPL Financial to support clients in every stage of their financial life. The position offers the opportunity to build a strong client base through the bank's referral system and create tailored financial solutions without proprietary products. You will leverage LPL's tools, technology, and support to grow your business and capitalize on the bank's community reputation.

Responsibilities

Build and grow a strong client base through bank referral systems
Create customized client financial solutions using open architecture platform
Support clients in every stage of their financial life with investment advice

Skills

Qualifications

Series 7Series 66Series 63Series 65Insurance 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.