Onsite Branch Wealth Advisor: Investments

LPL Financial LLC; Lafayette (IN); On-site; USD 59,000 - 70,000; Full time

Job summary

LPL Financial collaborates with banks to provide a comprehensive suite of financial services, and this opportunity at Security Federal Savings Bank places you as a Wealth Advisor affiliated with LPL Financial. The role is on-site at a local branch and focuses on delivering non-deposit investment products and services to clients.

You will solicit investments and insurance solutions, work closely with branch managers, and maintain regulatory compliance while building strong client relationships.

Qualifications

• High school diploma or equivalent; bachelor’s degree preferred.
• Minimum of two years investment sales experience, preferably in a financial institution.
• Active FINRA registrations and applicable life license per state of hire.
• Proficiency with Microsoft Office and broker-dealer applications.

Responsibilities

• Deliver NDIPs and advisory services to branch customers and prospective clients.
• Solicit new and existing investments and insurance solutions.
• Provide needs-based, comprehensive financial solutions with brokerage, advisory, and insurance products.
• Maintain compliance with regulatory and broker-dealer requirements.
• Deliver high-quality customer service in every interaction.
• Foster referrals with branch staff and centers of influence.
• Develop knowledge of core products to support cross-selling.

Skills

Verbal communication

Written communication

Interpersonal skills

Self-motivation

Customer service

Education

High school diploma

Bachelor’s degree preferred

Tools

Microsoft Office

PowerPoint

Job description

LPL Financial collaborates with banks to provide a comprehensive suite of financial services, and this opportunity at Security Federal Savings Bank places you as a Wealth Advisor affiliated with LPL Financial. The role is on-site at a local branch and focuses on delivering non-deposit investment products and services to clients.

You will solicit investments and insurance solutions, work closely with branch managers, and maintain regulatory compliance while building strong client relationships.