On‑Site Wealth Advisor: Holistic Financial Planning

LPL Financial; Seattle (WA); On-site; USD 72,000 - 88,000; Full time

Job summary

Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to deliver comprehensive investment and insurance solutions in a local branch network across Seattle, Lynnwood, Bellevue, and surrounding areas.

You will work on-site at participating branches and collaborate with retail staff to provide client-focused, needs-based financial planning and cross-selling of products while maintaining regulatory compliance. Strong interpersonal skills and drive for sales are essential.

Qualifications

• High school diploma or equivalent; bachelor’s degree preferred.
• Active FINRA registrations and life insurance license required.
• Proven ability to sell investment/insurance solutions with integrity.
• Proficiency in Microsoft Office and brokerage applications.

Responsibilities

• Utilize a consultative, needs-based approach to financial solutions.
• Deliver brokerage, advisory, and insurance products to clients.
• Build relationships with branch staff to generate referrals.
• Achieve sales goals while complying with regulatory requirements.
• Provide world-class client experiences in a fast-paced environment.
• Cross-sell products through in-depth knowledge of bank-based investment space.
• Maintain regulatory licenses and registrations as required.

Skills

Client experience

Team oriented

Communication skills

Sales mindset

Customer service

Organization skills

Education

High school diploma

Bachelor’s degree preferred

Tools

Life Insurance License

Series 7

Series 63

Series 65 or 66

Job description

Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to deliver comprehensive investment and insurance solutions in a local branch network across Seattle, Lynnwood, Bellevue, and surrounding areas.

You will work on-site at participating branches and collaborate with retail staff to provide client-focused, needs-based financial planning and cross-selling of products while maintaining regulatory compliance. Strong interpersonal skills and drive for sales are essential.