On-Site Wealth Advisor: Branch Client Solutions
LPL Financial
Educational Employees Credit Union (EECU) in partnership with LPL Financial seeks a Wealth Advisor to deliver non-deposit investment products and advisory services to branch clients. This on-site role focuses on personalized financial solutions and building lasting client relationships at the assigned branch. The position emphasizes an advisory approach, cross-selling opportunities, and collaboration with Retail Branch Managers to drive client success. #J-18808-Ljbffr LPL Financial
Vacancy posted more than 2 months ago
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