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Financial Consultant Financial Sales Banking & Finance

On-Site Wealth Advisor — Branch Investments

Job in Concord, Contra Costa County, California, 94527, USA
Listing for: LPL Financial
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales, Banking & Finance
  • Sales
    Financial Sales, Banking & Finance
Job Description & How to Apply Below
LPL Financial is seeking a Wealth Advisor to join their team, operating from various bank branches, including locations in Concord, CA. In this role, you will deliver tailored financial solutions to clients, leveraging your investment sales experience and strong customer service skills. Ideal candidates will thrive in a fast-paced environment, possess multiple financial licenses, and demonstrate excellent communication and organization abilities.
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