Branch Wealth Advisor: Client-Centered Investments

LPL Financial; Bellingham (WA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Sales incentive compensation

Job summary

Banner Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial, working on-site at a local bank branch in Medford or Eugene, OR.

As a Wealth Advisor, you deliver NDIPs and advisory services to branch customers, build strong relationships, and help clients meet their investment and insurance needs while maintaining compliance and achieving sales goals.

Qualifications

• Minimum high school diploma; Bachelor’s degree preferred.
• Minimum of two years investment sales experience.
• Active Life/Series 7/63/65 registrations and life license as required by state.
• Proficient in Microsoft Office, including PowerPoint and broker-dealer apps.

Responsibilities

• Deliver NDIPs and advisory services to branch customers and prospects.
• Provide needs-based financial solutions across brokerage, advisory, and insurance products.
• Maintain ethical practices ensuring regulatory and broker-dealer compliance.
• Build strong relationships with retail staff and Centers of Influence to generate referrals.
• Meet or exceed sales goals while following policies and regulations.
• Collaborate with branch managers to support cross-selling opportunities.
• Act as a dedicated representative within a branch to manage assigned book of business.

Skills

Client-focused

Team oriented

Communication skills

Sales proficiency

Education

High school diploma

Bachelor’s Degree preferred

Tools

Microsoft Office

PowerPoint

Job description

Banner Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial, working on-site at a local bank branch in Medford or Eugene, OR.

As a Wealth Advisor, you deliver NDIPs and advisory services to branch customers, build strong relationships, and help clients meet their investment and insurance needs while maintaining compliance and achieving sales goals.