Holistic Wealth Advisor: Invest, Plan & Grow

LPL Financial; East Brunswick Township (NJ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Sales incentive compensation

Competitive salary

Job summary

LPL Financial is seeking a Wealth Advisor to deliver Non-Deposit Investment Products (NDIPs) and advisory services to clients across Woodbridge, East Brunswick, Monroe, or Princeton, NJ. You will build a book of business by advising on investments and insurance solutions within a bank-based model, and collaborate with branch managers to drive results.

The role emphasizes a consultative approach, regulatory compliance, and excellent client service as you expand the client base and strengthen

Qualifications

• High school diploma or equivalent; Bachelor's degree preferred.
• Minimum of two years investment sales experience in a financial institution.
• Active licenses: Series 7, 63/65-66 as required; life insurance license.
• Proficiency with Microsoft Office and brokerage applications.

Responsibilities

• Deliver NDIPs and advisory services to clients across assigned branches.
• Solicit new and existing investments and insurance solutions.
• Provide comprehensive financial solutions through brokerage, advisory, and insurance products.
• Maintain regulatory compliance with broker-dealer and institution requirements.
• Deliver high-quality customer service during every interaction.
• Build relationships with retail staff and Centers of Influence to generate referrals.

Skills

Client-focused

Team oriented

Communication skills

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

LPL Financial is seeking a Wealth Advisor to deliver Non-Deposit Investment Products (NDIPs) and advisory services to clients across Woodbridge, East Brunswick, Monroe, or Princeton, NJ. You will build a book of business by advising on investments and insurance solutions within a bank-based model, and collaborate with branch managers to drive results.

The role emphasizes a consultative approach, regulatory compliance, and excellent client service as you expand the client base and strengthen