Branch Wealth Advisor – Investment Solutions

lplfinancial; Lompoc (CA); On-site; USD 63,000 - 77,000; Full time

Job summary

Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to join our on-site team in Lompoc, CA. You will deliver non-deposit investment products and advisory services to branch clients, helping them meet their financial goals.

As a dedicated advisor, you will build strong relationships with Retail Branch staff and centers of influence, actively soliciting investments and insurance solutions while ensuring compliance and delivering exceptional client service.

Qualifications

• High school diploma or equivalent required; Bachelor's degree preferred.
• Minimum of two years investment sales experience; financial institution preferred.
• Active life insurance license; Series 7/63/65/66 registrations as applicable.
• State registration requirements must be met within six months if required.
• Proficient in Microsoft Office and related broker-dealer applications.

Responsibilities

• Deliver NDIPs and advisory services to branch customers and prospective clients.
• Act as a dedicated wealth advisor to an assigned book of business.
• Solicit new and existing investments and insurance solutions to meet client needs.
• Develop relationships with branch staff and centers of influence to generate referrals.
• Meet or exceed sales goals while ensuring regulatory compliance.

Skills

Communication skills

Sales experience

Self-motivation

Organization skills

Customer service orientation

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to join our on-site team in Lompoc, CA. You will deliver non-deposit investment products and advisory services to branch clients, helping them meet their financial goals.

As a dedicated advisor, you will build strong relationships with Retail Branch staff and centers of influence, actively soliciting investments and insurance solutions while ensuring compliance and delivering exceptional client service.