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Financial Advisor at LPL Financial - ApplyBlast

Financial Advisor

LPL Financial

1 month ago

3.5 on Glassdoor

West Point, Georgia, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Financial Advisor position at Capital City Bank in West Point, GA involves joining the Investment Program associated with LPL Financial to support clients with a complete menu of financial services. The role focuses on servicing an existing book of business, building a strong client base through the bank's referral system, and creating tailored financial solutions without proprietary products. This opportunity allows for career growth and business development within a supportive team environment.

Responsibilities

Service existing book of business and build strong client base
Create client solutions without proprietary products
Capitalize on bank reputation and community standing

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

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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.