On-Site Wealth Advisor: Branch-Focused Financial Solutions

lplfinancial; Frisco (TX); On-site; USD 59,000 - 70,000; Full time

Benefits offered by this job

Sales incentive compensation

On-site at branch

Job summary

LPL Financial collaborates with Educational Employees Credit Union to offer a Wealth Advisor role. You will be a dedicated branch representative delivering non-deposit investment products and advisory services to clients and prospects, building trusted relationships and expanding the client base.

You will work on-site, meet sales goals, and ensure compliance with regulatory standards while delivering a superior client experience across the bank-based advisory model.

Qualifications

• Minimum of two years investment sales experience.
• Active FINRA registrations and insurance licenses as required by state.
• Proficiency in Microsoft Office and broker-dealer applications.

Responsibilities

• Act as a dedicated representative for a branch to deliver investment and insurance solutions.
• Solicit new and existing investments from retail clients to meet needs.
• Build relationships with branch staff and centers of influence to generate referrals.
• Maintain compliance with regulatory and broker-dealer requirements.
• Provide high-quality customer service during every interaction.
• Aim to meet or exceed sales goals for the assigned territory.

Skills

Client relationship management

Sales skills

Communication

Financial knowledge

Cross-selling

Team collaboration

Education

High school diploma

Bachelor's degree preferred

Tools

MS Office

PowerPoint

Broker-dealer systems

Job description

LPL Financial collaborates with Educational Employees Credit Union to offer a Wealth Advisor role. You will be a dedicated branch representative delivering non-deposit investment products and advisory services to clients and prospects, building trusted relationships and expanding the client base.

You will work on-site, meet sales goals, and ensure compliance with regulatory standards while delivering a superior client experience across the bank-based advisory model.