Branch Wealth Advisor - On-Site, Las Vegas

LPL Financial; Las Vegas (NV); On-site; USD 58,500 - 70,000; Full time

Job summary

LPL Financial is seeking a Wealth Advisor for America First Credit Union in Las Vegas, NV. This on-site position focuses on delivering tailored financial solutions to branch customers while building strong relationships with retail staff.

The ideal candidate will have at least two years of investment sales experience and a client-centric approach. The role offers a salary range of $58,500 to $70,000, depending on skills and experience.

Qualifications

• Minimum of two (2) years investment sales experience in a financial institution.
• Must maintain active state applicable insurance license and FINRA registrations.
• Proficient in Microsoft Office product suite.

Responsibilities

• Deliver comprehensive financial solutions to clients based on their needs.
• Develop relationships with retail branch staff and provide high-quality customer service.
• Meet or exceed established sales goals while ensuring compliance with policies.

Skills

Sales experience

Client-focused

Team oriented

Strong communication skills

Organization skills

Education

High school diploma or equivalent

Bachelor’s Degree

Tools

Microsoft Office Suite

Job description

LPL Financial is seeking a Wealth Advisor for America First Credit Union in Las Vegas, NV. This on-site position focuses on delivering tailored financial solutions to branch customers while building strong relationships with retail staff.

The ideal candidate will have at least two years of investment sales experience and a client-centric approach. The role offers a salary range of $58,500 to $70,000, depending on skills and experience.