Branch Wealth Advisor: Holistic Investment Solutions

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

Job summary

LPL Financial is seeking a dedicated Wealth Advisor to provide tailored financial solutions at various branch locations in Washington. The role involves delivering investment products and services, building strong client relationships, and surpassing sales goals.

The ideal candidate has a background in sales, strong communication skills, and the necessary financial licenses. A bachelor's degree is preferred, and candidates will be eligible for sales incentive compensation, with a salary range of $70,000 - $90,000.

Qualifications

• Minimum of two years of investment sales experience, preferably in a financial institution.
• Active State Applicable Life Insurance License and relevant registrations required.

Responsibilities

• Utilize a consultative, holistic approach to deliver comprehensive financial solutions.
• Build strong relationships with retail branch staff and exceed sales goals.

Skills

Sales Skills

Customer Service Orientation

Financial Planning Knowledge

Interpersonal Communication Skills

Education

Bachelor's Degree preferred

High school diploma or equivalent

Tools

Microsoft Office

Broker-dealer specific applications

Job description

LPL Financial is seeking a dedicated Wealth Advisor to provide tailored financial solutions at various branch locations in Washington. The role involves delivering investment products and services, building strong client relationships, and surpassing sales goals.

The ideal candidate has a background in sales, strong communication skills, and the necessary financial licenses. A bachelor's degree is preferred, and candidates will be eligible for sales incentive compensation, with a salary range of $70,000 - $90,000.