Wealth Advisor - Mechanics Bank

LPL Financial(4 months ago)

Los Banos, CAOnsiteFull TimeMedior$68,640 - $80,000Finance

About this role

A Wealth Advisor at LPL Financial works directly with branch clients to provide tailored financial solutions and investment products. This role involves establishing strong partnerships with branch managers and advising clients based on their specific financial needs. As a dedicated representative, the Wealth Advisor focuses on delivering a world-class client experience while navigating a fast-paced environment.

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Required Skills

Client Experience
Financial Solutions
Sales Experience
Relationship Building

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.com

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.

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