Financial Advisor

L&M is actively looking for results-driven, highly motivated financial professionals who possesses integrity, and a strong work ethic. Our Financial Advisors develop and maintain client relationships by providing knowledgeable, objective financial guidance and customized financial strategies to help individuals achieve their financial goals. Financial Advisors service clients and evaluate their financial needs, monitor client portfolios and make recommendations to put them on a path to financial stability and help them reach their financial objectives.


Qualifications include:

  • Bachelor’s Degree
  • FINRA Series 7, 63 and 65 or 66 licenses
  • Minimum of 1 year of industry experience preferred
  • Team player who possesses exceptional communication and interpersonal skills
  • Ability to apply effective listening skills to identify and understand clients’ needs
  • Excellent relationship management skills in order to work with clients and other team members
  • Investment and insurance product knowledge required
  • Strong organizational skills and the ability to multitask and prioritize competing demands