On-Site Wealth Advisor | Client-Focused Investment Solutions

LPL Financial; Vancouver (WA); On-site; USD 59,000 - 70,000; Full time

Job summary

Mechanics Bank seeks a Wealth Advisor affiliated with LPL Financial to deliver comprehensive advisory services at the branch level. You will work with NDIPs, serve existing clients, and attract new ones by delivering personalized financial solutions.

The position emphasizes sales and service excellence in a fast-paced bank environment, with on-site requirements at Portland, OR, Lake Oswego, OR or Vancouver, WA locations. Licenses and registrations are required per state regulations.

Qualifications

• Requires high school diploma or equivalent; Bachelor's degree preferred.
• Minimum of two years of investment sales experience, ideally in a financial institution.
• Active registrations: Series 7, Series 63; life insurance license as applicable by state.

Responsibilities

• Deliver NDIPs and services to branch customers and prospective client base.
• Provide advisory, needs-based financial solutions across brokerage, advisory, and insurance products.
• Build strong partnerships with Retail Branch Managers and Centers of Influence.
• Maintain compliance with regulatory and broker-dealer requirements.
• Deliver high-quality customer service and support cross-selling opportunities.
• Meet or exceed sales goals while adhering to policies and procedures.

Skills

Strong collaborators

Client experience

Team oriented

Creativity

Continuous improvement

Self-motivation

Verbal communication

Written communication

Interpersonal skills

Organization skills

Customer service focus

Research and analysis

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Office

PowerPoint

Job description

Mechanics Bank seeks a Wealth Advisor affiliated with LPL Financial to deliver comprehensive advisory services at the branch level. You will work with NDIPs, serve existing clients, and attract new ones by delivering personalized financial solutions.

The position emphasizes sales and service excellence in a fast-paced bank environment, with on-site requirements at Portland, OR, Lake Oswego, OR or Vancouver, WA locations. Licenses and registrations are required per state regulations.