On-Site Wealth Advisor: Branch Investment Specialist

LPL Financial; Burlington (VT); On-site; USD 59,000 - 70,000; Full time

Job summary

EastRise Credit Union, in partnership with LPL Financial, seeks a Wealth Advisor to serve as a dedicated representative at a branch. You will deliver non-deposit investment products and guidance to clients and prospects, building relationships with staff and cross-selling core products.

Ideal candidates have 2+ years of investment sales experience, relevant licenses, and a client-focused, collaborative mindset in a fast-paced environment.

Qualifications

• Requires two years investment sales experience.
• Licenses: Active Life Insurance license and Series 7, 63, 65/66 as required.
• Proficiency in Microsoft Office applications.

Responsibilities

• Utilize a consultative, holistic approach and sales process.
• Provide comprehensive investment/insurance solutions to clients.
• Deliver brokerage, advisory, and insurance solutions to meet needs.
• Maintain compliance with regulatory, broker-dealer, and institution rules.
• Deliver high-quality customer service in every interaction.
• Build relationships with branch staff and drive referrals.
• Meet or exceed sales goals while adhering to policies.

Skills

Client relationship

Collaborative

Team oriented

Creative thinking

Continuous improvement

Investment sales experience

Strong communication

Microsoft Office

Education

Bachelor’s degree preferred

High school diploma or equivalent

Job description

EastRise Credit Union, in partnership with LPL Financial, seeks a Wealth Advisor to serve as a dedicated representative at a branch. You will deliver non-deposit investment products and guidance to clients and prospects, building relationships with staff and cross-selling core products.

Ideal candidates have 2+ years of investment sales experience, relevant licenses, and a client-focused, collaborative mindset in a fast-paced environment.