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Financial Advisor at LPL Financial - ApplyBlast

Financial Advisor

LPL Financial

21 days ago

3.5 on Glassdoor

Belmont, Massachusetts, United States

Onsite

Full Time

Medior

0 applicants

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About this role

M&T Bank is seeking a Financial Advisor associated with LPL Financial to join its Investment Program in Belmont, MA. This role involves servicing an existing book of business and building a strong client base through the bank's referral system and community standing. The position offers the opportunity to create tailored client solutions using an open architecture platform and LPL's comprehensive tools and support.

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 766 (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.