Strategic Wealth Advisor — Client‑Centric Growth

LPL Financial; Bellevue (WA); On-site; USD 72,000 - 88,000; Full time

Job summary

Mechanics Bank, in partnership with LPL Financial, seeks a Wealth Advisor to deliver holistic wealth management solutions at a Seattle‑area branch. This on-site role supports clients with brokerage, advisory, and insurance offerings and fosters referrals across the bank network.

The ideal candidate has investment sales experience, FINRA registrations, and a client-centric approach. Expect a competitive compensation package with sales incentives and extensive product access.

Qualifications

• Minimum of two years investment sales experience.
• Active FINRA registrations including Series 7, 63/65/66 as required by state.
• Life Insurance license active in the state of hire.
• Proficient in Microsoft Office and broker-dealer applications.

Responsibilities

• Provide comprehensive, needs-based financial solutions to clients.
• Maintain regulatory and broker-dealer compliance in all activities.
• Build and nurture referrals with branch staff.
• Meet or exceed sales goals for assigned territory.

Skills

Client relationship management

Sales-focused

Regulatory compliance

Communication skills

Independent work

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Office

PowerPoint

Job description

Mechanics Bank, in partnership with LPL Financial, seeks a Wealth Advisor to deliver holistic wealth management solutions at a Seattle‑area branch. This on-site role supports clients with brokerage, advisory, and insurance offerings and fosters referrals across the bank network.

The ideal candidate has investment sales experience, FINRA registrations, and a client-centric approach. Expect a competitive compensation package with sales incentives and extensive product access.