Wealth Advisor - Mechanics Bank
LPL Financial(1 month ago)
About this role
A Wealth Advisor affiliated with LPL Financial serves as a dedicated representative to deliver Non-Deposit Investment Products to branch customers. This role involves building strong relationships with branch staff and providing comprehensive financial solutions tailored to meet clients' needs. The Wealth Advisor is expected to thrive in a fast-paced environment, focusing on client satisfaction and collaboration.
Required Skills
- Financial Solutions
- Sales Experience
- Customer Service
- Investment Products
- Relationship Building
Qualifications
- High School Diploma
- Active Series 7 Registration
- Active Series 63 Registration
- Active State Applicable Life Insurance License
- Active Series 65 or 66
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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