Wealth Advisor - Mechanics Bank
LPL Financial(4 months ago)
About this role
A Wealth Advisor at Mechanics Bank, affiliated with LPL Financial, serves as a dedicated representative at local branches, delivering tailored non-deposit investment products and financial services to clients. This role requires building strong partnerships with branch managers and maintaining relationships with a retail client base to meet their individual financial needs.
Required Skills
- Investment Sales
- Customer Service
- Relationship Management
- Financial Solutions
- Compliance
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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