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 to deliver Non-Deposit Investment Products and services to branch customers. This position involves forging partnerships with Retail Branch Managers and ensuring a top-notch client experience through a consultative sales approach while actively soliciting investments and insurance solutions tailored to customer 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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