Wealth Advisor: Client-Centered Investment Solutions

LPL Financial; West Haven (CT); On-site; USD 59,000 - 70,000; Full time

Job summary

Webster Bank, working with LPL Financial, seeks a Wealth Advisor to deliver non-deposit investment products and advisory services to branch clients in West Haven, CT. The role emphasizes a needs-based, advisory approach with a focus on cross-selling and relationship development.

The ideal candidate has 2+ years in investment sales, relevant FINRA licenses, and strong communication skills to support a growth-focused, compliant advisory practice.

Qualifications

• Minimum two years investment sales experience in a financial setting.
• Active Life Insurance license, Series 7, 63/65/66 as required by state.
• Proficient with MS Office; ability to present financial solutions.

Responsibilities

• Deliver NDIPs and financial solutions to branch customers.
• Solicit new and existing investments and insurance products.
• Build partnerships with Retail Branch Managers and Centers of Influence.
• Maintain regulatory compliance and high-quality customer service.
• Meet or exceed sales goals for assigned territory while following policies.

Skills

Client-focused

Team-oriented

Strong collaboration

Sales skills

Education

High school diploma or equivalent

Bachelor’s Degree Preferred

Tools

Microsoft Office

PowerPoint

Job description

Webster Bank, working with LPL Financial, seeks a Wealth Advisor to deliver non-deposit investment products and advisory services to branch clients in West Haven, CT. The role emphasizes a needs-based, advisory approach with a focus on cross-selling and relationship development.

The ideal candidate has 2+ years in investment sales, relevant FINRA licenses, and strong communication skills to support a growth-focused, compliant advisory practice.