Wealth Advisor - Mechanics Bank
LPL Financial(4 months ago)
Portland, OROnsiteFull TimeMedior$68,640 - $80,000Wealth Management
Apply NowAbout this role
A Wealth Advisor at Mechanics Bank affiliated with LPL Financial provides tailored financial solutions to clients while working on-site at local branches. This role focuses on delivering investment products and services, establishing strong partnerships with branch managers, and promoting a consultative sales approach to meet client needs.
Required Skills
- Investment Sales
- Customer Service
- Financial Solutions
- Relationship Management
Qualifications
- High School Diploma
- 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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