Wealth Advisor - Webster Bank

LPL Financial(11 days ago)

Flushing, NYOnsiteFull TimeJunior$66,300 - $80,000Financial Services

About this role

A Wealth Advisor at Webster Bank, partnered with LPL Financial, provides financial planning and investment solutions to clients at a local branch. They build strong relationships with clients and the bank staff to deliver personalized financial services, including investment and insurance products.

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Required Skills

investment Sales
Financial Planning
Customer Service
Insurance Products
Relationship Building
Compliance
Microsoft Office
Financial Advice
Sales

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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