On-Site Wealth Advisor — Branch-Based Client Solutions

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

Benefits offered by this job

Sales incentive compensation

Job summary

America First Credit Union is seeking a Wealth Advisor affiliated with LPL Financial to deliver NDIPs and advisory services to branch customers. You will act as a dedicated advisor to a defined book of business, cross-sell investment and insurance solutions, and collaborate with Retail Branch Managers to grow the client base.

This on-site role in Orem, UT requires a client-focused, team-oriented mindset and a proven investment sales track record.

Qualifications

• High school diploma or equivalent; Bachelor’s degree preferred.
• Minimum of two years investment sales experience.
• Active Life Insurance License and FINRA registrations: Series 7, 63, and 65/66 (as applicable).
• State-specific registrations required; acquire within six months if not active.
• Proficient in Microsoft Office, including PowerPoint and broker-dealer applications.

Responsibilities

• Providing consultative, needs-based financial solutions including investment and insurance products.
• Delivering brokerage, advisory, and insurance solutions to meet client needs and objectives.
• Maintaining regulatory and broker-dealer compliance in all activities.
• Building relationships with branch staff to support referrals and cross-selling.
• Meeting or exceeding sales goals for the assigned territory while following policies.

Skills

Investment sales experience

Client focus

Team oriented

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Office Suite

Job description

America First Credit Union is seeking a Wealth Advisor affiliated with LPL Financial to deliver NDIPs and advisory services to branch customers. You will act as a dedicated advisor to a defined book of business, cross-sell investment and insurance solutions, and collaborate with Retail Branch Managers to grow the client base.

This on-site role in Orem, UT requires a client-focused, team-oriented mindset and a proven investment sales track record.