On-Site Wealth Advisor — Bank-Based Investments

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

Job summary

LPL Financial is seeking a Wealth Advisor to join their Retirement and Investment Center. This role requires on-site work at Dow Credit Union in Midland, MI, focusing on delivering tailored financial solutions to clients.

The ideal candidate will have strong investment sales experience, the ability to collaborate effectively, and the drive to meet sales goals while ensuring compliance with regulations.

A range of $58,500 - $70,000 is offered, contingent on the applicant's skill and experience, plus potential sales incentives.

Qualifications

• Minimum of two years of investment sales experience, preferably in a financial institution.
• Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License.
• Active Series 7 Registration and Series 63 Registration (if required).

Responsibilities

• Deliver needs-based financial solutions to clients.
• Utilize consultative sales processes and tools.
• Build strong relationships with retail branch staff.

Skills

Investment sales experience

Client-focused approach

Strong collaboration skills

Sales results evidence

Education

High school diploma or equivalent

Bachelor's Degree (Preferred)

Tools

Microsoft Office

Job description

LPL Financial is seeking a Wealth Advisor to join their Retirement and Investment Center. This role requires on-site work at Dow Credit Union in Midland, MI, focusing on delivering tailored financial solutions to clients.

The ideal candidate will have strong investment sales experience, the ability to collaborate effectively, and the drive to meet sales goals while ensuring compliance with regulations.

A range of $58,500 - $70,000 is offered, contingent on the applicant's skill and experience, plus potential sales incentives.