On-Site Wealth Advisor: Build Client Wealth
LPL Financial
Mechanics Bank, affiliated with LPL Financial, is seeking a Wealth Advisor to deliver investment and insurance solutions at the Walnut Creek, Danville, Lafayette, or Concord branches. This on-site role focuses on providing holistic, needs-based advice and building a book of business. You will collaborate with branch staff to cross-sell financial products, maintain regulatory compliance, and strive to exceed sales goals while delivering exceptional client service. #J-18808-Ljbffr LPL Financial
Vacancy posted 2 days ago
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