Branch Wealth Advisor: Investment & Insurance Solutions

LPL Financial; Anchorage (AK); On-site; USD 58,500 - 70,000; Full time

Job summary

LPL Financial, in partnership with Nuvision Federal Credit Union, seeks a dedicated Wealth Advisor to deliver tailored financial solutions from our Anchorage, AK branch. This role emphasizes building strong client relationships and delivering exceptional service.

Ideal candidates will possess investment sales experience, necessary licenses, and a commitment to compliance and customer satisfaction. Join our team and help us provide a world-class client experience!

Qualifications

• Minimum of two years investment sales experience preferred in a financial institution.
• Must maintain necessary licenses and FINRA registrations for the state of hire.
• Demonstrated ability to sell products and services to investment clients.

Responsibilities

• Deliver comprehensive financial solutions through investment products.
• Build strong relationships with retail branch staff for referrals.
• Meet or exceed sales goals while ensuring compliance with regulations.

Skills

Investment sales experience

Customer service

Communication skills

Organizational skills

Education

High school diploma or equivalent (Bachelor’s Degree Preferred)

Tools

Microsoft Office Suite

Job description

LPL Financial, in partnership with Nuvision Federal Credit Union, seeks a dedicated Wealth Advisor to deliver tailored financial solutions from our Anchorage, AK branch. This role emphasizes building strong client relationships and delivering exceptional service.

Ideal candidates will possess investment sales experience, necessary licenses, and a commitment to compliance and customer satisfaction. Join our team and help us provide a world-class client experience!