On-Site Wealth Advisor - Banking & Investments
LPL Financial
Mechanics Bank, affiliated with LPL Financial, is hiring a Wealth Advisor to serve as a dedicated representative at local branches in Portland, Lake Oswego, or Vancouver. You will deliver NDIPs and advisory solutions, building relationships with branch teams and customers to drive investments and insurance needs. The role emphasizes an advisory, needs-based approach in a fast-paced environment with strong customer service and cross-sell opportunities. #J-18808-Ljbffr LPL Financial
Vacancy posted 2 days ago
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