Wealth Advisor, Branch-Based Financial Solutions

LPL Financial

Tumwater (WA)

On-site

USD 72,000 - 88,000

Full time

14 hours ago

Be an early applicant

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

O Bee Credit Union seeks a Wealth Advisor affiliated with LPL Financial to deliver NDIPs and advisory services at our Lacey, WA branch. You will serve a dedicated book of business, meeting client needs with a holistic, advice-based approach.

The role requires at least 2 years of investment sales experience, active FINRA licenses (Series 7, 63; 65/66 if required), and a Life Insurance license. This on-site position rewards strong collaboration, regulatory compliance, and exceptional client

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: Series 7, Series 63; Series 65/66 if required by state; Life Insurance license.
Proficient in Microsoft Office, including PowerPoint and broker-dealer applications.

Responsibilities

Deliver non-deposit investment products and advisory services to branch clients.
Provide needs-based financial solutions with a broad range of investment/insurance offerings.
Maintain ethical practices to ensure regulatory/compliance standards are met.
Deliver high-quality customer service during each client interaction.
Collaborate with retail branch staff and leverage referrals to grow business.
Meet or exceed sales goals while adhering to policies and regulations.