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Bank- Wealth Advisor: Holistic Financial Solutions

Job in Old Lyme, New London County, Connecticut, 06371, USA
Listing for: LPL Financial
Full Time position
Listed on 2026-06-05
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Bank-based Wealth Advisor: Holistic Financial Solutions

LPL Financial is seeking a Wealth Advisor to work on-site at Webster Bank in Old Lyme, CT. The role involves delivering tailored financial services and investment products to clients while fostering strong relationships with branch staff.

Ideal candidates will have at least two years of investment sales experience and possess the necessary licenses and certifications. We aim for a world-class client experience where collaboration and motivation are key.

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