Branch Wealth Advisor - Client-Centric Solutions

lplfinancial; Troy (MI); On-site; USD 59,000 - 70,000; Full time

Job summary

Cornerstone Community Financial Credit Union seeks a Wealth Advisor to deliver NDIPs and advisory solutions to branch customers in Troy, MI, in partnership with LPL Financial.

The role focuses on an advice-based approach to financial planning, building strong relationships with branch staff and clients, and meeting sales goals while maintaining compliance and high service standards. On-site position with incentive compensation.

Qualifications

• High school diploma or equivalent; Bachelor's degree preferred.
• Minimum of two years investment sales experience.
• Active FINRA registrations: Life Insurance, Series 7, Series 63/65/66 if required.
• Registration must be active or acquired within six months of hire.
• Computer literate with MS Office and PowerPoint.

Responsibilities

• Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.
• Providing comprehensive, needs-based financial solutions to clients by offering a range of investment/insurance solutions.
• Delivering needs-based financial solutions by offering brokerage, advisory, and insurance options.
• Emphasizing ethical practices to ensure compliance with regulatory and broker-dealer requirements.
• Delivering high-quality customer service during each interaction.
• Building strong relationships with branch staff and supporting cross-selling opportunities.
• Meeting or exceeding sales goals while ensuring policy compliance.

Skills

Self-motivation

Communication skills

Organization

Customer service

Research and analysis

Education

Bachelor's degree preferred

High school diploma

Tools

Microsoft Office

PowerPoint

Broker-dealer applications

Job description

Cornerstone Community Financial Credit Union seeks a Wealth Advisor to deliver NDIPs and advisory solutions to branch customers in Troy, MI, in partnership with LPL Financial.

The role focuses on an advice-based approach to financial planning, building strong relationships with branch staff and clients, and meeting sales goals while maintaining compliance and high service standards. On-site position with incentive compensation.