Branch Wealth Advisor: Client-Centric Solutions

LPL Financial; Southlake (TX); On-site; USD 59,000 - 70,000; Full time

Benefits offered by this job

Sales incentive compensation

On-site at local branch

Job summary

Educational Employees Credit Union invites you to join our Wealth Advisor team in partnership with LPL Financial. This on-site role serves a dedicated branch or multiple branches, delivering non-deposit investment products and advisory solutions to retail clients and prospects.

You will build strong relationships with branch staff and cross-sell to meet client needs. The ideal candidate has 2+ years investment sales experience, relevant FINRA licenses, and proficiency with Microsoft Office.

Qualifications

• Minimum of two years investment sales experience
• Active Life Insurance license and FINRA registrations (Series 7, 63, 65/66 as required)
• Active registration where required by state of hire and within six months
• Proficient in Microsoft Office and related broker-dealer applications

Responsibilities

• Deliver NDIPs and advisory services to branch clients
• Solicit new and existing investments and insurance solutions
• Provide a holistic, consultative client experience and cross-sell aligned products
• Maintain compliance with regulatory, broker-dealer and institution requirements
• Build strong relationships with branch staff and centers of influence
• Meet or exceed sales goals for the assigned territory while ensuring policy compliance

Skills

Client-focused

Team-oriented

Communication skills

Self-motivation

Education

High school diploma

Bachelor's degree preferred

Tools

Microsoft Office

PowerPoint

Job description

Educational Employees Credit Union invites you to join our Wealth Advisor team in partnership with LPL Financial. This on-site role serves a dedicated branch or multiple branches, delivering non-deposit investment products and advisory solutions to retail clients and prospects.

You will build strong relationships with branch staff and cross-sell to meet client needs. The ideal candidate has 2+ years investment sales experience, relevant FINRA licenses, and proficiency with Microsoft Office.