On-site Wealth Advisor — Client‑Focused Investing

LPL Financial; Medford (OR); On-site; USD 70,000 - 90,000; Full time

Job summary

LPL Financial is seeking a Wealth Advisor to join our employee advisor model, working on-site at branches in Medford or Eugene, OR. The role requires delivering investment products and maintaining strong relationships with branch managers and clients to provide tailored financial solutions.

The ideal candidate will have two years of investment sales experience, maintain necessary licenses, and demonstrate strong communication and collaboration skills.

Compensation ranges from $70,000 to $90,000, based on skills and experience.

Qualifications

• Minimum of two years investment sales experience in a financial institution.
• Must maintain Licenses and FINRA registrations including Active Series 7 and 63 or 65/66.

Responsibilities

• Provide comprehensive, needs-based financial solutions to clients.
• Build strong relationships with retail branch staff.
• Meet or exceed established sales goals for assigned territory.

Skills

Investment sales experience

Customer service focus

Strong collaboration

Communication skills

Proficiency in Microsoft Office

Education

High school diploma or equivalent

Bachelor’s Degree (Preferred)

Tools

Microsoft Office Suite

Job description

LPL Financial is seeking a Wealth Advisor to join our employee advisor model, working on-site at branches in Medford or Eugene, OR. The role requires delivering investment products and maintaining strong relationships with branch managers and clients to provide tailored financial solutions.

The ideal candidate will have two years of investment sales experience, maintain necessary licenses, and demonstrate strong communication and collaboration skills.

Compensation ranges from $70,000 to $90,000, based on skills and experience.