On-Site Wealth Advisor - Brooklyn Branch

LPL Financial; New York (NY); On-site; USD 66,300 - 80,000; Full time

Job summary

LPL Financial seeks a Wealth Advisor to join their team and provide tailored financial solutions at Webster Bank in Brooklyn, NY. This role emphasizes strong collaboration and client-focus to meet the needs of customers.

The ideal candidate should have a strong sales background, maintain necessary licenses, and possess excellent communication skills. A minimum of two years’ experience in investment sales is preferred. Join us to help clients achieve their financial goals.

Qualifications

• Minimum of two years investment sales experience.
• Maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration.
• Proficient in Microsoft Office product suite.

Responsibilities

• Provide comprehensive financial solutions to clients.
• Solicit new investments and insurance solutions.
• Build strong relationships with retail branch managers and staff.

Skills

Collaboration

Client-focused

Sales experience

Excellent communication

Organization skills

Education

High school diploma or equivalent

Bachelor’s Degree preferred

Tools

Microsoft Office

Job description

LPL Financial seeks a Wealth Advisor to join their team and provide tailored financial solutions at Webster Bank in Brooklyn, NY. This role emphasizes strong collaboration and client-focus to meet the needs of customers.

The ideal candidate should have a strong sales background, maintain necessary licenses, and possess excellent communication skills. A minimum of two years’ experience in investment sales is preferred. Join us to help clients achieve their financial goals.