On-Site Wealth Advisor (Investments & Insurance)

LPL Financial; Walla Walla (WA); On-site; USD 68,640 - 70,000; Full time

Job summary

LPL Financial is seeking a Wealth Advisor to join their team at Gesa Credit Union in Walla Walla, Washington. This role focuses on delivering comprehensive financial solutions while building strong relationships with branch staff and clients.

Candidates should have a minimum of two years of investment sales experience and a high school diploma (Bachelor’s preferred), along with required FINRA licenses. The position offers a competitive salary, starting from $68,640 to $70,000, based on the applicant's skills, experience, and location.

Qualifications

• Minimum of two years investment sales experience, preferably in a financial institution.
• Must maintain licenses and FINRA registrations.
• Computer literate with proficiency in Microsoft Office product suite.

Responsibilities

• Deliver needs-based financial solutions by offering investment/insurance options.
• Build strong relationships with retail branch staff.
• Meet or exceed established sales goals while ensuring compliance.

Skills

Investment sales experience

Customer service skills

Communication skills

Organizational skills

Sales abilities

Education

High school diploma or equivalent (Bachelor’s Degree Preferred)

Tools

Microsoft Office

Job description

LPL Financial is seeking a Wealth Advisor to join their team at Gesa Credit Union in Walla Walla, Washington. This role focuses on delivering comprehensive financial solutions while building strong relationships with branch staff and clients.

Candidates should have a minimum of two years of investment sales experience and a high school diploma (Bachelor’s preferred), along with required FINRA licenses. The position offers a competitive salary, starting from $68,640 to $70,000, based on the applicant's skills, experience, and location.