Wealth Advisor | Client-Focused Financial Solutions

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

Job summary

Mechanics Bank, in partnership with LPL Financial, invites you to join our employee advisor model as a Wealth Advisor serving local clients in Seattle-area branches. This on-site role requires delivering holistic financial solutions across brokerage, advisory, and insurance offerings within a fast-paced, client-focused environment.

The ideal candidate has 2+ years of investment sales experience, active FINRA licenses, and strong MS Office skills, with a commitment to regulatory compliance and

Qualifications

• Minimum of two years investment sales experience.
• Active FINRA/state licenses: Life Insurance, Series 7, 63, and 65/66 as applicable.
• Proficiency in Microsoft Office, including PowerPoint.

Responsibilities

• Utilize a consultative, holistic approach to sales and client assessments.
• Provide comprehensive financial solutions across investment, advisory, and insurance products.
• Deliver needs-based financial planning to meet client goals.
• Maintain ethical standards and regulatory compliance.
• Deliver high-quality customer service at every interaction.
• Develop referrals through collaboration with branch staff and product knowledge.

Skills

Investment sales

Client experience

Education

Series 7 license

Series 63 license

Series 65/66

Life Insurance License

Tools

Microsoft Office

PowerPoint

Job description

Mechanics Bank, in partnership with LPL Financial, invites you to join our employee advisor model as a Wealth Advisor serving local clients in Seattle-area branches. This on-site role requires delivering holistic financial solutions across brokerage, advisory, and insurance offerings within a fast-paced, client-focused environment.

The ideal candidate has 2+ years of investment sales experience, active FINRA licenses, and strong MS Office skills, with a commitment to regulatory compliance and