On-Site Wealth Advisor: Holistic Investment Solutions

LPL Financial; Eau Claire (WI); On-site; USD 58,500 - 70,000; Full time

Job summary

LPL Financial seeks a Wealth Advisor to provide tailored financial services at Royal Credit Union in Eau Claire, Wisconsin. This role involves building relationships with clients, offering a range of investment and insurance solutions, and supporting retail branch staff. Candidates must have at least two years of investment sales experience and maintain necessary licenses. The position includes a competitive salary range of $58,500 to $70,000, with eligibility for sales incentives.

Qualifications

• Minimum of two years investment sales experience in a financial institution.
• Must maintain relevant licenses and FINRA registrations.
• Proficient with Microsoft Office products.

Responsibilities

• Provide comprehensive financial solutions.
• Build strong relationships with retail branch staff.
• Meet or exceed established sales goals.

Skills

Investment sales experience

Communication skills

Customer service focus

Organization skills

Education

High school diploma or equivalent

Bachelor’s Degree (Preferred)

Tools

Microsoft Office

Job description

LPL Financial seeks a Wealth Advisor to provide tailored financial services at Royal Credit Union in Eau Claire, Wisconsin. This role involves building relationships with clients, offering a range of investment and insurance solutions, and supporting retail branch staff. Candidates must have at least two years of investment sales experience and maintain necessary licenses. The position includes a competitive salary range of $58,500 to $70,000, with eligibility for sales incentives.