Branch Wealth Advisor — Holistic Financial Solutions

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

Job summary

Educational Employees Credit Union invites applications for a Wealth Advisor to join a dedicated branch role, working on-site in Frisco, TX. You will deliver non-deposit investment products and advisory services to the branch clientele, building a book of business and strong partnerships with branch managers.

We seek collaborators who thrive in a fast-paced, client-focused team, capable of delivering comprehensive financial solutions and cross-selling insurance and investment products.

Qualifications

• Minimum of two years investment sales experience in a financial institution.
• Active FINRA registrations: Series 7 and Series 63; life insurance license.
• Proficient with MS Office applications and related software.

Responsibilities

• Deliver non-deposit investment products and advisory services to branch clients.
• Solicit new and existing investments and insurance solutions for a client book.
• Build strong partnerships with branch staff and centers of influence.
• Meet or exceed sales goals while ensuring regulatory compliance.
• Provide consultative, needs-based financial solutions to clients.
• Cross-sell products and coordinate with Retail Branch Managers.
• Maintain knowledge of product lines to support client needs.

Skills

Investment sales experience

Client-focused

Team-oriented

Strong communication

Education

High school diploma or equivalent

Tools

Microsoft Office

PowerPoint

Job description

Educational Employees Credit Union invites applications for a Wealth Advisor to join a dedicated branch role, working on-site in Frisco, TX. You will deliver non-deposit investment products and advisory services to the branch clientele, building a book of business and strong partnerships with branch managers.

We seek collaborators who thrive in a fast-paced, client-focused team, capable of delivering comprehensive financial solutions and cross-selling insurance and investment products.