On-Site Wealth Advisor: Holistic Financial Solutions

Secfed; Lafayette (IN); On-site; USD 70,000 - 90,000; Full time

Job summary

A local financial institution is seeking a Wealth Advisor to deliver tailored financial services and investment products to clients. The role involves establishing strong relationships with retail branch staff, meeting sales goals, and providing a world-class client experience. Ideal candidates will have at least two years of investment sales experience, strong communication skills, and relevant licenses. Join a team-oriented environment where creativity and improvement are encouraged.

Qualifications

• Minimum of two (2) years investment sales experience in a financial institution.
• Active State Applicable Life Insurance License.
• Active Series 7 and 63 Registrations (if required).

Responsibilities

• Utilize a consultative, holistic approach to financial solutions.
• Provide needs-based financial solutions to clients.
• Build strong relationships with retail branch staff and generate referrals.

Skills

Client-focused experience

Strong collaboration

Sales results

Customer service

Education

High school diploma or equivalent

Bachelor’s Degree (Preferred)

Tools

Microsoft Office

Job description

A local financial institution is seeking a Wealth Advisor to deliver tailored financial services and investment products to clients. The role involves establishing strong relationships with retail branch staff, meeting sales goals, and providing a world-class client experience. Ideal candidates will have at least two years of investment sales experience, strong communication skills, and relevant licenses. Join a team-oriented environment where creativity and improvement are encouraged.