Wealth Advisor - Starion Bank

LPL Financial(9 months ago)

Middleton, WIOnsiteFull TimeJunior$58,500 - $70,000Financial Services

About this role

A Wealth Advisor at Starion Bank, affiliated with LPL Financial, works directly with credit unions to provide tailored financial services to clients. The role focuses on delivering investment products and services, building strong relationships within the branch, and enhancing the overall customer experience. The advisor is expected to effectively communicate financial solutions while upholding the bank's values of trust, integrity, and community success.

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Required Skills

Investment Products
Financial Solutions
Sales Experience
Customer Service
Client Relationship

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.com

A 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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