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Financial Advisor at LPL Financial - ApplyBlast

Financial Advisor

LPL Financial

22 days ago

3.5 on Glassdoor

Burlington, Vermont, United States

Onsite

Full Time

Medior

0 applicants

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About this role

This role involves joining the Investment Program at M&T Bank as a Financial Advisor associated with LPL Financial to support local clients with a complete menu of financial services. The position offers the opportunity to service an existing book of business, build a strong client base through the bank's referral system, and create tailored client solutions without proprietary products. Financial Advisors benefit from LPL's technology, open architecture platform, and firm-wide resources to help clients at every stage of their financial life.

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.