Wealth Advisor - Mechanics Bank
LPL Financial(1 month ago)
About this role
A Wealth Advisor at Mechanics Bank, affiliated with LPL Financial, serves as a dedicated representative to deliver Non-Deposit Investment Products (NDIPs) and services to clients at specific branch locations. This role focuses on providing tailored financial solutions, fostering partnerships with retail branch managers, and maintaining client relationships while contributing to the bank's commitment to community service.
Required Skills
- Client Experience
- Financial Solutions
- Investment Sales
- Sales Goals
Qualifications
- High School Diploma
- Active State 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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