On-Site Wealth Advisor - Branch-Focused Client Solutions

LPL Financial; Gig Harbor (WA); On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Sales incentive compensation

Job summary

Mechanics Bank, in partnership with LPL Financial, seeks a Wealth Advisor to deliver non-deposit investment products and advisory services to branch clients across Washington. You will build trusted relationships, actively solicit investments and insurance solutions, and collaborate with branch managers to drive referrals and growth.

The role requires on-site work at Tacoma, Tukwila, Renton, Gig Harbor, Federal Way, or Kent, WA, with a focus on compliant, needs-based financial solutions and

Qualifications

• Minimum of two (2) years investment sales experience (preferably in a financial institution).
• Active Life Insurance License
• Active Series 7 Registration
• Active Series 63 Registration (if required by the state of hire)
• Active Series 65 or 66
• Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire)
• Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer

Responsibilities

• Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.
• Providing comprehensive, needs-based financial solutions to clients by offering a range of investment/insurance solutions
• 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, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate
• Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.

Skills

Client-focused

Team oriented

Communication skills

Organized

Customer service

Research and analysis

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Office

PowerPoint

Job description

Mechanics Bank, in partnership with LPL Financial, seeks a Wealth Advisor to deliver non-deposit investment products and advisory services to branch clients across Washington. You will build trusted relationships, actively solicit investments and insurance solutions, and collaborate with branch managers to drive referrals and growth.

The role requires on-site work at Tacoma, Tukwila, Renton, Gig Harbor, Federal Way, or Kent, WA, with a focus on compliant, needs-based financial solutions and