Onsite Wealth Advisor – Client Solutions

LPL Financial; Salinas (CA); In loco; USD 70.000 - 80.000; Tempo pieno

Descrizione del lavoro

Mechanics Bank seeking a Wealth Advisor affiliated with LPL Financial to deliver investment products and advisory services at the Salinas branch. You will develop an advice-based approach, serve a client book, and collaborate with branch teams to drive referrals and solutions.

The role emphasizes strong client focus, integrity, and the ability to meet sales goals within a regulated framework. On-site work at the Salinas branch is required.

Competenze

• Two years of investment sales experience, preferably in a financial institution.
• Active licenses/registrations as listed (Series 7, 63, 65/66) and life insurance license.
• Proficient with Microsoft Office suite and broker-dealer applications.

Mansioni

• Deliver NDIPs and wealth management services to branch customers.
• Act as advisor providing comprehensive financial solutions and cross-selling opportunities.
• Build relationships with Retail Branch Managers and Centers of Influence.
• Meet or exceed sales goals while adhering to regulatory requirements.
• Maintain regulatory licenses and stay compliant with firm policies.

Conoscenze

Client relationship

Sales experience

Team collaboration

Communication skills

Formazione

High school diploma or equivalent

Bachelor’s degree preferred

Active Series 7 Registration

Active Series 63 Registration

Active Series 65 or 66

Active Life Insurance License

Descrizione del lavoro

Mechanics Bank seeking a Wealth Advisor affiliated with LPL Financial to deliver investment products and advisory services at the Salinas branch. You will develop an advice-based approach, serve a client book, and collaborate with branch teams to drive referrals and solutions.

The role emphasizes strong client focus, integrity, and the ability to meet sales goals within a regulated framework. On-site work at the Salinas branch is required.