Wealth Advisor — Client-Focused Growth & Impact

LPL Financial; Richland (WA); On-site; USD 68,640 - 70,000; Full time

Job summary

A financial services firm is seeking a Wealth Advisor in Richland, WA. This role involves utilizing consultative sales approaches to provide comprehensive financial solutions while ensuring compliance with industry regulations. Candidates need a minimum of two years investment sales experience and relevant licenses. The position offers a salary range of $68,640 - $70,000 plus incentive compensation.

Qualifications

• High school diploma or equivalent; Bachelor’s Degree preferred.
• Minimum of two years investment sales experience.
• Active State Applicable Life Insurance License and relevant FINRA registrations.

Responsibilities

• Utilize a consultative, holistic approach to the sales process.
• Provide comprehensive financial solutions to clients.
• Ensure compliance with regulatory requirements.

Skills

Investment sales experience

Customer service

Communication skills

Organizational skills

Education

High school diploma or equivalent

Bachelor’s Degree (Preferred)

Tools

Microsoft Office

Job description

A financial services firm is seeking a Wealth Advisor in Richland, WA. This role involves utilizing consultative sales approaches to provide comprehensive financial solutions while ensuring compliance with industry regulations. Candidates need a minimum of two years investment sales experience and relevant licenses. The position offers a salary range of $68,640 - $70,000 plus incentive compensation.