On-Site Wealth Advisor: Branch Banking & Investments

LPL Financial; Medford (OR); On-site; USD 70,000 - 90,000; Full time

Job summary

Banner Bank seeks a Wealth Advisor affiliated with LPL Financial to deliver advisory and investment solutions at Medford or Eugene, OR. This on-site role requires client-focused collaboration and a commitment to regulatory compliance while building strong relationships with branch staff and customers.

The successful candidate will manage an assigned book of business, solicit investments and insurance solutions, and work toward sales goals in a fast-paced banking environment.

Qualifications

• Minimum of two years investment sales experience.
• Active FINRA registrations: Series 7, 63, and 65/66 as applicable.
• Licenses: Life Insurance license as required by state.
• Computer literacy with MS Office and broker-dealer applications.

Responsibilities

• Deliver NDIPs and advisory services to branch customers and prospects.
• Solicit new and existing investments and insurance solutions.
• Build relationships with Retail Branch Managers and Centers of Influence.
• Meet or exceed sales goals while ensuring regulatory compliance.

Skills

Client-focused

Team-oriented

Creativity

Continuous improvement

Strong collaboration

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

Banner Bank seeks a Wealth Advisor affiliated with LPL Financial to deliver advisory and investment solutions at Medford or Eugene, OR. This on-site role requires client-focused collaboration and a commitment to regulatory compliance while building strong relationships with branch staff and customers.

The successful candidate will manage an assigned book of business, solicit investments and insurance solutions, and work toward sales goals in a fast-paced banking environment.