Branch-Based Wealth Advisor: Investments & Insurance

LPL Financial; Marion (IN); On-site; USD 58,500 - 70,000; Full time

Job summary

LPL Financial is seeking a Wealth Advisor to join VIA Credit Union in Indiana. This role focuses on delivering financial solutions and building strong relationships within the community. The advisor will work closely with retail branch staff to achieve sales goals while providing exceptional customer service.

Successful candidates will have at least two years of investment sales experience and a commitment to maintaining required licenses. With a competitive salary range of $58,500 – $70,000, this position offers potential for sales incentive compensation.

Qualifications

• Minimum two years of investment sales experience in a financial institution.
• Must maintain relevant licenses and FINRA registrations.
• Proficient in Microsoft Office, including PowerPoint.

Responsibilities

• Utilize a consultative, holistic approach to financial solutions.
• Deliver needs-based financial solutions to clients.
• Build strong relationships with retail branch staff.

Skills

Sales

Customer Service

Relationship Management

Financial Solutions

Communication

Education

High school diploma or equivalent

Bachelor’s degree (preferred)

Tools

Microsoft Office

Job description

LPL Financial is seeking a Wealth Advisor to join VIA Credit Union in Indiana. This role focuses on delivering financial solutions and building strong relationships within the community. The advisor will work closely with retail branch staff to achieve sales goals while providing exceptional customer service.

Successful candidates will have at least two years of investment sales experience and a commitment to maintaining required licenses. With a competitive salary range of $58,500 – $70,000, this position offers potential for sales incentive compensation.