Wealth Advisor (Onsite) - Investment & Advisory
LPL Financial
Mechanics Bank, in collaboration with LPL Financial, seeks a Wealth Advisor to deliver non-deposit investment products and advisory services at a Northwest branch network. You will manage an assigned client base and seek new opportunities through retail channels, coordinating with branch leadership to drive growth. The role emphasizes a consultative, needs-based approach, with a focus on personalized financial planning and cross-selling within the bank's wealth management framework. #J-18808-Ljbffr LPL Financial
Vacancy posted 2 days ago
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