Wealth Advisor - Mechanics Bank
LPL Financial(5 months ago)
El Sobrante, CAOnsiteFull TimeMedior$66,560 - $80,000Financial Services
Apply NowAbout this role
A Wealth Advisor affiliated with LPL Financial represents Mechanics Bank at local branches, delivering non-deposit investment products and services tailored to meet the individualized needs of clients. The role involves building strong partnerships with Retail Branch Managers and maintaining relationships within the branch to support financial solutions and cross-selling opportunities.
Required Skills
- Investment Sales
- Client Experience
- Financial Solutions
- Relationship Building
Qualifications
- High School Diploma
- Active State Applicable 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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