Westamerica Bank - Wealth Advisor
LPL Financial(5 months ago)
About this role
A Wealth Advisor at Westamerica Bank affiliated with LPL Financial acts as a dedicated representative for specific branches, delivering non-deposit investment products and services to clients. This role emphasizes a consultative approach to financial solutions, actively soliciting new investments, and building strong partnerships with retail branch staff to enhance client experiences.
Required Skills
- Investment Sales
- Client Relationships
- Financial Solutions
- Sales Goals
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.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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