On-Site Wealth Advisor — Bank-Based Investments

LPL Financial; Midland (MI); On-site; USD 58,500 - 70,000; Full time

Job summary

LPL Financial in Midland, MI is looking for a Wealth Advisor to join their Retirement and Investment Center. The position involves providing tailor-made financial services to clients through strong collaboration with credit unions and retail branches.

The ideal candidate should have a minimum of two years' investment sales experience and must maintain various required licenses. This role offers a competitive salary range along with the potential for sales incentives.

Qualifications

• Minimum of two years investment sales experience, preferably in a financial institution.
• Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration.
• Registration must be active if required by the state of hire.

Responsibilities

• Utilize a consultative approach in the sales process.
• Provide comprehensive financial solutions to clients.
• Build strong relationships with retail branch staff.

Skills

Sales experience

Client focus

Team collaboration

Communication skills

Organization skills

Ethical business practices

Education

High school diploma or equivalent

Bachelor’s Degree (Preferred)

Tools

Microsoft Office (PowerPoint)

Job description

LPL Financial in Midland, MI is looking for a Wealth Advisor to join their Retirement and Investment Center. The position involves providing tailor-made financial services to clients through strong collaboration with credit unions and retail branches.

The ideal candidate should have a minimum of two years' investment sales experience and must maintain various required licenses. This role offers a competitive salary range along with the potential for sales incentives.