On-Site Wealth Advisor: Build Client Wealth

LPL Financial; Danville (CA); On-site; USD 70,000 - 80,000; Full time

Job summary

Mechanics Bank, affiliated with LPL Financial, is seeking a Wealth Advisor to deliver investment and insurance solutions at the Walnut Creek, Danville, Lafayette, or Concord branches. This on-site role focuses on providing holistic, needs-based advice and building a book of business.

You will collaborate with branch staff to cross-sell financial products, maintain regulatory compliance, and strive to exceed sales goals while delivering exceptional client service.

Qualifications

• High school diploma or equivalent; bachelor's degree preferred.
• Investment sales experience of at least 2 years (preferably in a financial institution).
• Active FINRA registrations: Series 7, Series 63 (state dependent), and Series 65 or 66; Life Insurance License.
• Proficient in Microsoft Office applications (PowerPoint, etc.).

Responsibilities

• Deliver NDIPs and financial solutions to branch customers.
• Act as advisor to provide advice-based financial solutions for an assigned book of business.
• Solicit new and existing investments and insurance solutions for clients.
• Maintain strong relationships with Retail Branch Managers and Centers of Influence.
• Meet or exceed sales goals while ensuring compliance with policies and regulations.

Skills

Client-focused

Team oriented

Creativity

Continuous improvement

Strong collaborator

Education

High school diploma or equivalent

Bachelor’s degree preferred

Job description

Mechanics Bank, affiliated with LPL Financial, is seeking a Wealth Advisor to deliver investment and insurance solutions at the Walnut Creek, Danville, Lafayette, or Concord branches. This on-site role focuses on providing holistic, needs-based advice and building a book of business.

You will collaborate with branch staff to cross-sell financial products, maintain regulatory compliance, and strive to exceed sales goals while delivering exceptional client service.