Wealth Advisor - Webster Bank
LPL Financial(10 days ago)
About this role
A Wealth Advisor at Webster Bank, affiliated with LPL Financial, provides personalized financial solutions, investment, and insurance services to bank clients. The role involves building strong relationships with customers and branch staff to deliver a high-quality client experience. It emphasizes sales, regulatory compliance, and collaboration in a fast-paced, client-focused environment.
Required Skills
- Financial Planning
- Investment Products
- Insurance Solutions
- Client Relationship Management
- Sales
- Regulatory Compliance
- Financial Advising
- Cross-Selling
- Microsoft Office
- Customer Service
Qualifications
- High School Diploma or Equivalent
- State Applicable Life Insurance License
- Series 7 Registration
- Series 63 Registration
- Series 65 or 66
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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