Wealth Advisor - Mechanics Bank
LPL Financial(5 months ago)
About this role
A Wealth Advisor at Mechanics Bank, affiliated with LPL Financial, acts as a representative to provide investment products and services to branch customers. The role involves building strong relationships with retail branch staff and actively soliciting investments and insurance solutions tailored to meet the individualized needs of customers.
Required Skills
- Investment Sales
- Financial Solutions
- Client Experience
- Relationship Building
- Compliance
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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