Wealth Advisor - Mechanics Bank
LPL Financial(1 month ago)
About this role
As a Wealth Advisor affiliated with LPL Financial at Mechanics Bank, you will serve as a dedicated representative at specific branches, providing tailored financial solutions and investment products to branch customers. Your role will involve collaborating closely with branch managers and engaging with clients to address their individual financial needs and objectives.
Required Skills
- Investment Sales
- Financial Solutions
- Customer Service
- Sales Goals
- Regulatory Compliance
Qualifications
- High School Diploma or Equivalent
- Active Life Insurance License
- Active Series 7 Registration
- Active Series 63 Registration
- Active Series 65 or 66 Registration
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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