Wealth Advisor: Branch-Based Financial Solutions & Growth

LPL Financial; Napa (CA); On-site; USD 63,274 - 77,335; Full time

Job summary

LPL Financial is looking for a Wealth Advisor to join their team at Westamerica Bank in Napa, California. This on-site role requires a minimum of two years of investment sales experience and the ability to deliver tailored financial solutions to clients. A key focus will be establishing strong relationships with retail branch staff and meeting sales goals. The position offers a competitive salary range of $70,305 with eligibility for sales incentive compensation.

Qualifications

• Minimum of two years investment sales experience in a financial institution.
• Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7, Series 63, and Series 65 or 66.
• Ability to work independently and possess strong self-motivation.

Responsibilities

• Deliver comprehensive financial solutions through diverse brokerage and advisory options.
• Build strong relationships with retail branch staff to promote cross-selling opportunities.
• Meet or exceed established sales goals while ensuring compliance with regulations.

Skills

Investment sales experience

Client-focused

Communication skills

Organizational skills

Education

High school diploma or equivalent (Bachelor’s Degree Preferred)

Tools

Microsoft Office

Job description

LPL Financial is looking for a Wealth Advisor to join their team at Westamerica Bank in Napa, California. This on-site role requires a minimum of two years of investment sales experience and the ability to deliver tailored financial solutions to clients. A key focus will be establishing strong relationships with retail branch staff and meeting sales goals. The position offers a competitive salary range of $70,305 with eligibility for sales incentive compensation.