On-Site Wealth Advisor: Branch Client Solutions

LPL Financial; Fort Worth (TX); On-site; USD 59,000 - 70,000; Full time

Benefits offered by this job

Sales incentives

Job summary

Educational Employees Credit Union (EECU) in partnership with LPL Financial seeks a Wealth Advisor to deliver non-deposit investment products and advisory services to branch clients. This on-site role focuses on personalized financial solutions and building lasting client relationships at the assigned branch.

The position emphasizes an advisory approach, cross-selling opportunities, and collaboration with Retail Branch Managers to drive client success.

Qualifications

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Responsibilities

• Actively solicits new and existing investments and insurance solutions from retail client base.
• Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.
• Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements.
• Delivering a high quality customer service experience during each customer interaction.
• Building strong relationships with retail branch staff and supporting referrals.

Skills

Client-focused

Team oriented

Creativity

Continuous improvement

Communication

Organization

Customer service

Research and analysis

Education

High school diploma

Bachelor’s degree preferred

Tools

Microsoft Office

PowerPoint

Job description

Educational Employees Credit Union (EECU) in partnership with LPL Financial seeks a Wealth Advisor to deliver non-deposit investment products and advisory services to branch clients. This on-site role focuses on personalized financial solutions and building lasting client relationships at the assigned branch.

The position emphasizes an advisory approach, cross-selling opportunities, and collaboration with Retail Branch Managers to drive client success.