Branch Wealth Advisor - Client-Focused Solutions

LPL Financial; Bismarck (ND); On-site; USD 59,000 - 70,000; Full time

Job summary

Starion Bank is seeking a Wealth Advisor affiliated with LPL Financial to deliver non-deposit investment products to branch clients in Bismarck, ND. You will act as a trusted advisor to grow a book of business through personalized financial solutions and professional guidance.

You will collaborate with Retail Branch Managers to meet client needs, expand cross-selling opportunities, and maintain strong regulatory and ethical standards while helping clients achieve their financial goals in a

Qualifications

• High school diploma or equivalent required; Bachelor's degree preferred.
• Minimum of two years investment sales experience.
• Active FINRA registrations: Series 7, 63 (if required), 65 or 66; Life Insurance license.
• Proficiency in Microsoft Office, including PowerPoint.

Responsibilities

• Deliver Non-Deposit Investment Products (NDIPs) and advisory services to branch customers.
• Solicit new and existing investments and insurance solutions to meet client needs.
• Build strong relationships with Retail Branch Managers and Centers of Influence; support cross-selling.
• Meet or exceed sales goals while ensuring regulatory compliance and ethical practices.

Job description

Starion Bank is seeking a Wealth Advisor affiliated with LPL Financial to deliver non-deposit investment products to branch clients in Bismarck, ND. You will act as a trusted advisor to grow a book of business through personalized financial solutions and professional guidance.

You will collaborate with Retail Branch Managers to meet client needs, expand cross-selling opportunities, and maintain strong regulatory and ethical standards while helping clients achieve their financial goals in a