Onsite Branch Wealth Advisor: Investments & Insurance

LPL Financial; Butler (Butler County); On-site; USD 59,000 - 70,000; Full time

Job summary

Clearview Federal Credit Union, in partnership with LPL Financial, seeks a Wealth Advisor to deliver NDIPs and advisory services at a local branch. You will cultivate an assigned book of business through consultative planning, cross-selling bank-based investment solutions, and partnership with branch staff.

The role requires investment sales experience, FINRA registrations, and a high school diploma or higher.

Qualifications

• High school diploma or equivalent (Bachelor’s Degree Preferred)
• Minimum of two (2) years investment sales experience (preferably in a financial institution)
• Licenses: Active Life Insurance License, Series 7/63/65 or 66 as required by state; registration if required by state
• Registration requirements and timelines (if required by state)
• Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer

Responsibilities

• Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.
• Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions
• Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.
• Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements
• Delivering a high-quality customer service experience during each customer interaction
• Building strong relationships with retail branch staff, supporting and motivating their referral efforts.
• Developing a complete understanding of the core institution products to support cross-selling opportunities and to generate referrals back to the institution where appropriate
• Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.

Skills

Investment sales experience

Client communication

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Office

PowerPoint

Job description

Clearview Federal Credit Union, in partnership with LPL Financial, seeks a Wealth Advisor to deliver NDIPs and advisory services at a local branch. You will cultivate an assigned book of business through consultative planning, cross-selling bank-based investment solutions, and partnership with branch staff.

The role requires investment sales experience, FINRA registrations, and a high school diploma or higher.