Wealth Advisor - Webster Bank

LPL Financial(1 day ago)

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

About this role

A Wealth Advisor at Webster Bank, affiliated with LPL Financial, serves as a dedicated financial services representative at a local branch. They deliver investment, insurance, and financial solutions to clients, fostering strong relationships and supporting bank staff. The role emphasizes client-focused service, sales, and regulatory compliance in a fast-paced banking environment.

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Required Skills

Financial Advisory
Investment Products
Insurance Strategies
Client Relationship
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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