On-Site Wealth Advisor – Banking & Investments

LPL Financial; Portland (OR); On-site; USD 59,000 - 70,000; Full time

Benefits offered by this job

Sales incentive compensation

Job summary

Mechanics Bank, affiliated with LPL Financial, is hiring a Wealth Advisor to serve as a dedicated representative at local branches in Portland, Lake Oswego, or Vancouver. You will deliver NDIPs and advisory solutions, building relationships with branch teams and customers to drive investments and insurance needs.

The role emphasizes an advisory, needs-based approach in a fast-paced environment with strong customer service and cross-sell opportunities.

Qualifications

• High school diploma or equivalent (Bachelor’s Degree Preferred).
• Minimum of two years investment sales experience (preferably in a financial institution).
• Active licenses: Life Insurance, Series 7, 63, and either Series 65 or 66.
• Active state license registrations must be maintained per state requirements.
• Computer literate with proficiency in Microsoft Office, including PowerPoint.

Responsibilities

• Deliver NDIPs and services to branch customers and prospective clients.
• Act as advisor using an advice-based approach to financial solutions.
• Solicit new and existing investments and insurance solutions.
• Partner with Retail Branch Managers and Centers of Influence.
• Maintain relationships with assigned branches and staff.
• Meet or exceed sales goals while ensuring compliance with policies.

Skills

Investment sales experience

Series 7

Series 63

Series 65/66

Life Insurance License

Education

High school diploma or equivalent

Bachelor’s Degree Preferred

Tools

Microsoft Office

PowerPoint

Job description

Mechanics Bank, affiliated with LPL Financial, is hiring a Wealth Advisor to serve as a dedicated representative at local branches in Portland, Lake Oswego, or Vancouver. You will deliver NDIPs and advisory solutions, building relationships with branch teams and customers to drive investments and insurance needs.

The role emphasizes an advisory, needs-based approach in a fast-paced environment with strong customer service and cross-sell opportunities.