Wealth Advisor - Fidelity Bank
LPL Financial(1 day ago)
About this role
A Wealth Advisor at Fidelity Bank provides financial advice and solutions, focusing on investment and insurance products, to retail clients within a branch setting. They build strong customer relationships, support cross-selling efforts, and work towards sales goals while ensuring compliance and delivering excellent service.
Required Skills
- Financial Planning
- Investment Products
- Insurance Solutions
- Client Relationship
- Sales
About LPL Financial
lpl.comA 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.
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