Branch Wealth Advisor: Investments & Insurance

LPL Financial; Saint George (UT); On-site; USD 58,500 - 70,000; Full time

Job summary

LPL Financial is seeking a Wealth Advisor to join America First Credit Union in St. George, UT. In this on-site role, you will provide tailored financial services, build relationships with clients, and actively solicit investments. The ideal candidate should have at least two years of investment sales experience and relevant FINRA licenses. The position offers a salary range of $58,500 to $70,000, depending on skills and experience. Join a team that values collaboration and client experience.

Qualifications

• Minimum of two years investment sales experience, preferably in a financial institution.
• Must maintain Licenses and FINRA registrations including Active State Applicable Life Insurance License and Active Series 7 Registration.
• Computer literate with proficiency in Microsoft Office product suite.

Responsibilities

• Utilizing a consultative approach to provide financial solutions.
• Delivering a high-quality customer service experience.
• Building strong relationships with retail branch staff.

Skills

Client-focused approach

Sales experience

Financial knowledge

Communication skills

Organization skills

Education

High school diploma or equivalent

Bachelor’s Degree (Preferred)

Tools

Microsoft Office

Job description

LPL Financial is seeking a Wealth Advisor to join America First Credit Union in St. George, UT. In this on-site role, you will provide tailored financial services, build relationships with clients, and actively solicit investments. The ideal candidate should have at least two years of investment sales experience and relevant FINRA licenses. The position offers a salary range of $58,500 to $70,000, depending on skills and experience. Join a team that values collaboration and client experience.