Wealth Advisor - Mechanics Bank

LPL Financial(4 months ago)

Mount Shasta, CAOnsiteFull TimeMedior$68,640 - $80,000Finance

About this role

As a Wealth Advisor affiliated with LPL Financial at Mechanics Bank, you will serve as a dedicated representative at a specific branch, providing investment and insurance solutions to meet the individualized needs of clients. You will establish strong partnerships with retail branch staff and manage a book of business to deliver a high-quality customer experience. This role is focused on sales and requires collaboration across teams within the bank to drive client satisfaction and growth.

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Required Skills

Financial Solutions
Sales Process
Customer Service
Investment Products
Relationship Management

Qualifications

High School Diploma
FINRA Licenses
Active State Life Insurance License
Series 7 Registration
Series 63 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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