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Financial Advisor at LPL Financial - ApplyBlast

Financial Advisor

LPL Financial

1 month ago

3.5 on Glassdoor

Parsippany, New Jersey, United States

Onsite

Full Time

Medior

0 applicants

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About this role

This role offers the opportunity to join M&T Bank's Investment Program as a Financial Advisor associated with LPL Financial, servicing an existing book of business while building a strong client base through the bank's referral system. The position provides access to LPL's technology, open architecture platform, and resources to create tailored client solutions without proprietary products. It is designed for professionals with investment sales experience to grow their career and business within a supportive financial institution.

Responsibilities

Service existing book of business and build strong client base
Create client solutions using open architecture platform
Capitalize on bank reputation to find new clients

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.