On-Site Wealth Advisor: Build Trust, Deliver Solutions

LPL Financial LLC; Kennewick (WA); On-site; USD 69,000 - 70,000; Full time

Job summary

LPL Financial collaborates with Gesa Credit Union to provide a comprehensive wealth advisory model. This Wealth Advisor role will be on-site at a local branch and focuses on delivering diversified financial solutions to clients while maintaining regulatory standards.

The position emphasizes client-centric service, strong collaboration with branch staff, and the ability to meet sales goals within a broker-dealer framework.

Qualifications

• Minimum of two (2) years investment sales experience, preferably in a financial institution.
• Active State life insurance license and FINRA registrations: Series 7, Series 63, and Series 65 or 66 as required; must acquire within six months if not active.
• Proficient in Microsoft Office, including PowerPoint and broker-dealer applications.

Responsibilities

• Utilizing a consultative, holistic approach to sales and assessment tools.
• Providing comprehensive, needs-based financial solutions to clients across brokerage, advisory, and insurance products.
• Delivering high-quality client service and building relationships with branch staff to support referrals.
• Meet or exceed sales goals while complying with policies and regulations.

Skills

Client-focused

Team oriented

Strong communication

Self-motivated

Investment sales

Education

Bachelor’s degree preferred

Tools

Microsoft Office including PowerPoint

Job description

LPL Financial collaborates with Gesa Credit Union to provide a comprehensive wealth advisory model. This Wealth Advisor role will be on-site at a local branch and focuses on delivering diversified financial solutions to clients while maintaining regulatory standards.

The position emphasizes client-centric service, strong collaboration with branch staff, and the ability to meet sales goals within a broker-dealer framework.