Wealth Advisor, Branch-Based Financial Solutions

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

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.

Skills

Client-focused

Team oriented

Communication skills

Self-motivation

Organization

Research & analysis

Education

Bachelor's degree

Tools

PowerPoint

Microsoft Office

Job description

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