On-Site Wealth Advisor — Client-Focused Investing

LPL Financial; Yelm (WA); On-site; USD 80,000 - 90,000; Full time

Job summary

O Bee Credit Union seeks a Wealth Advisor affiliated with LPL Financial to deliver advisory solutions at the Lacey, WA branch. The Wealth Advisor acts as the dedicated representative for the branch, delivering investment and insurance solutions to clients and prospects.

The role emphasizes a consultative sales approach, compliance with regulatory requirements, and collaboration with branch managers to drive referrals and revenue growth. On-site presence is required at the Lacey location.

Qualifications

• Two years of investment sales experience, preferably in a financial institution
• Licenses: Active Life Insurance License, Series 7, Series 63 (if required), Series 65 or 66
• Active state registrations and compliance with state requirements
• Proficient with Microsoft Office applications including PowerPoint
• Strong client service, sales skills, and relationship-building abilities

Responsibilities

• Deliver NDIPs and advisory services to branch customers and prospective clients
• Solicit new and existing investments and insurance solutions
• Provide needs-based financial solutions with brokerage, advisory, and insurance products
• Ensure compliance with regulatory, broker-dealer and institution requirements
• Deliver a high-quality customer service experience during interactions
• Build strong relationships with branch staff and generate referrals
• Meet or exceed sales goals for the assigned territory while following policies

Skills

Sales experience

Client relationship management

Licensing & registrations

MS Office

Education

High school diploma

Bachelor's degree preferred

Tools

PowerPoint

MS Office

Job description

O Bee Credit Union seeks a Wealth Advisor affiliated with LPL Financial to deliver advisory solutions at the Lacey, WA branch. The Wealth Advisor acts as the dedicated representative for the branch, delivering investment and insurance solutions to clients and prospects.

The role emphasizes a consultative sales approach, compliance with regulatory requirements, and collaboration with branch managers to drive referrals and revenue growth. On-site presence is required at the Lacey location.