Strategic Wealth Advisor – Client‑Focused, On‑Site

LPL Financial; Everett (WA); Presencial; USD 68.000 - 92.000; Jornada completa

Descripción de la vacante

Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to join our on-site team in the Seattle metro area. You will provide holistic financial solutions, build lasting client relationships, and help clients meet their investment and insurance goals.

Responsibilities include needs-based advisory, cross-selling within a bank network, and adhering to regulatory requirements while delivering an outstanding client experience in a fast-paced environment.

Formación

• Minimum of two (2) years investment sales experience (preferably in a financial institution).
• Bachelor’s degree preferred.
• Proficiency in Microsoft Office (PowerPoint, etc.) required.

Responsabilidades

• Utilize consultative, holistic approach and sales process to provide financial solutions.
• Offer a range of investment/insurance solutions to meet client needs and objectives.
• Maintain compliance with regulatory and broker-dealer requirements while delivering high-quality service.

Conocimientos

Investment sales experience

Client-focused

Team oriented

Sales targets

Educación

High school diploma or equivalent

Bachelor’s degree preferred

Herramientas

Microsoft Office Suite

Descripción del empleo

Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to join our on-site team in the Seattle metro area. You will provide holistic financial solutions, build lasting client relationships, and help clients meet their investment and insurance goals.

Responsibilities include needs-based advisory, cross-selling within a bank network, and adhering to regulatory requirements while delivering an outstanding client experience in a fast-paced environment.