Job description
Empower community banks to assist clients with goals-based financial strategies. Manage the delivery and support community banks and bank-based advisors in the delivery of brokerage, investment advisory, and/or insurance options. Maintain ongoing relationships and leading in the development of new bank and client relationships. Serve as a trusted wealth advisor serving the sophisticated needs of high net worth individuals and families.The Wealth Management department is an Office of Supervisory Jurisdiction (OSJ) for LPL Financial.
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