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Financial Advisor at LPL Financial - ApplyBlast

Financial Advisor

LPL Financial

25 days ago

3.5 on Glassdoor

Portsmouth, New Hampshire, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Financial Advisor role at M&T Bank, in partnership with LPL Financial, involves servicing an existing book of business and building a strong client base through the bank's referral system. This position offers the opportunity to create tailored client solutions using an open architecture platform and LPL's technology and support tools. The role focuses on helping clients in every stage of their financial life within the Portsmouth, NH community.

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 76663/65Insurance 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.