Wealth Advisor: Branch-Based Financial Solutions & Growth

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

Job summary

LPL Financial is seeking a Wealth Advisor to join their team at Westamerica Bank in Sonoma, CA. This role demands a client-focused individual with a strong sales background to deliver comprehensive financial solutions. Responsibilities include building relationships with branch staff, meeting sales goals, and providing high-quality customer service. The role requires a high school diploma and licenses such as Series 7 and 63. The competitive salary range is $70,305 annually, with potential sales incentives.

Qualifications

• Minimum of two years investment sales experience, preferably in a financial institution.
• Must maintain licenses and FINRA registrations as required.
• Computer literate with proficiency in relevant software.

Responsibilities

• Utilizing a consultative, holistic approach to financial solutions.
• Building strong relationships with retail branch staff.
• Meeting or exceeding established sales goals for the territory.

Skills

Client-focused mindset

Sales experience

Communication skills

Organization skills

Education

High school diploma or equivalent

Bachelor’s Degree

Tools

Microsoft Office suite

Job description

LPL Financial is seeking a Wealth Advisor to join their team at Westamerica Bank in Sonoma, CA. This role demands a client-focused individual with a strong sales background to deliver comprehensive financial solutions. Responsibilities include building relationships with branch staff, meeting sales goals, and providing high-quality customer service. The role requires a high school diploma and licenses such as Series 7 and 63. The competitive salary range is $70,305 annually, with potential sales incentives.