Branch Wealth Advisor: Investment Solutions & Guidance

LPL Financial

Mount Vernon (WA)

On-site

USD 70,000 - 90,000

Full time

5 days ago

Be an early applicant

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

Banner Bank seeks a Wealth Advisor affiliated with LPL Financial to deliver Non-Deposit Investment Products and services at the Medford or Eugene, OR branches. The role focuses on an advisory, needs-based approach to financial solutions for an assigned client base.

Applicants should have investment sales experience, FINRA registrations, and licenses (Life Insurance, Series 7/63/65/66 as required). Strong client service, collaboration, and regulatory compliance are essential.

Qualifications

High school diploma or equivalent; Bachelor's degree preferred.
Minimum of two years in investment sales within a financial institution.
Active Life Insurance license and FINRA registrations (Series 7, 63, 65/66 as applicable).
Proficient with Microsoft Office; ability to use broker-dealer applications.

Responsibilities

Solicits new and existing investments and insurance solutions for clients.
Delivers NDIPs and advisory services to retail customers at the branch.
Builds partnerships with branch staff and cross-sell Bank products where appropriate.
Ensures compliance with regulatory, broker-dealer, and institution requirements.
Delivers high-quality, needs-based financial solutions and customer service.