On-Site Wealth Advisor — Investments & Insurance
LPL Financial
Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to deliver Non-Deposit Investment Products and advisory services to branch clients across Portland, OR, Lake Oswego, OR, and Vancouver, WA. The role focuses on an advice-based approach to financial solutions for an assigned client base. You will collaborate with Retail Branch Managers, actively solicit investments and insurance solutions, and maintain relationships across assigned branches. #J-18808-Ljbffr LPL Financial
Vacancy posted 3 days ago
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