Wealth Advisor - Mechanics Bank
LPL Financial(4 months ago)
About this role
A Wealth Advisor at Mechanics Bank, affiliated with LPL Financial, provides dedicated financial services at a local bank branch, focusing on investment products and client solutions. This role emphasizes building strong relationships with branch staff and delivering tailored financial advice to meet customers’ needs, while being part of a reputable financial institution recognized for its commitment to community service.
Required Skills
- Investment Sales
- Customer Service
- Financial Solutions
- Sales Goals
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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