Wealth Advisor: Client‑Centric Investment Solutions

LPL Financial; Renton (WA); On-site; USD 68,000 - 92,000; Full time

Benefits offered by this job

Sales incentive compensation

Job summary

Mechanics Bank, affiliated with LPL Financial, is seeking a Wealth Advisor to deliver non-deposit investment products and advisory services at branches across WA. The role requires coordinating with Retail Branch Managers to provide holistic financial solutions and drive growth.

The ideal candidate has investment sales experience, required FINRA licenses, and proficiency in Microsoft Office. This on-site position emphasizes client service, collaboration, and regulatory compliance within a

Qualifications

• High school diploma or equivalent (Bachelor’s Degree Preferred)
• Minimum of two (2) years investment sales experience (preferably in a financial institution)
• Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66
• Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire)
• Proficiency in Microsoft Office including PowerPoint

Responsibilities

• Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate
• Providing comprehensive, needs-based financial solutions to clients by offering a range of investment/insurance solutions
• Delivering needs based, comprehensive financial solutions by offering brokerage, advisory, and insurance solutions
• Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements
• Delivering a high quality customer service experience during each customer interaction
• Building strong relationships with retail branch staff and supporting cross-selling opportunities
• Meet or exceed sales goals for assigned territory while ensuring compliance with policies, procedures and regulations

Skills

Client focus

Team oriented

Creativity

Continuous improvement

Education

High school diploma

Bachelor’s degree preferred

Job description

Mechanics Bank, affiliated with LPL Financial, is seeking a Wealth Advisor to deliver non-deposit investment products and advisory services at branches across WA. The role requires coordinating with Retail Branch Managers to provide holistic financial solutions and drive growth.

The ideal candidate has investment sales experience, required FINRA licenses, and proficiency in Microsoft Office. This on-site position emphasizes client service, collaboration, and regulatory compliance within a