Wealth Advisor: Investment Solutions & Client Experience
LPL Financial
Harvard Federal Credit Union in Cambridge, MA seeks a Wealth Advisor affiliated with LPL Financial to deliver brokerage, advisory and insurance solutions to the branch client base. You will manage an assigned book, solicit new investments, and partner with branch managers to expand referrals. The role requires a minimum of two years in investment sales, active FINRA registrations and licensure, and strong client service skills in a fast-paced environment. #J-18808-Ljbffr LPL Financial
Vacancy posted 2 days ago
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