Wealth Advisor - Security Federal Savings Bank
LPL Financial(1 day ago)
About this role
A Wealth Advisor at Security Federal Savings Bank provides customized financial solutions, including investment and insurance products, to customers at a local branch. The role involves building strong relationships with clients and branch staff, delivering customer-focused advice, and meeting sales goals in a fast-paced environment.
Required Skills
- investment
- Insurance
- Financial Planning
- Sales
- Customer Service
- Regulatory Compliance
- Communication
- Microsoft Office
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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