Wealth Advisor - Financial Solutions (On-Site)

LPL Financial; Plano (TX); On-site; USD 59,000 - 70,000; Full time

Job summary

LPL Financial, in collaboration with Educational Employees Credit Union, seeks a Wealth Advisor to provide non-deposit investment products and advisory services to branch clients. You will manage an assigned book, develop tailored financial solutions, and work with retail staff to drive cross-sell opportunities while meeting sales goals.

The position is on-site at a local branch, emphasizing client service, compliance, and ongoing professional growth within a collaborative team environment.

Qualifications

• High school diploma or equivalent (Bachelor’s Degree Preferred)
• Minimum of two (2) years investment sales experience (preferably in a financial institution)
• Active licenses: Life Insurance, Series 7, Series 63/65 as applicable by state
• Proficiency with Microsoft Office and broker-dealer tools

Responsibilities

• Deliver non-deposit investment products and services to branch customers
• Act as a dedicated advisor for an assigned book of business
• Solicit new and existing investments and insurance solutions for clients
• Build partnerships with Retail Branch Managers and Centers of Influence
• Meet or exceed sales goals while ensuring regulatory compliance

Skills

Investment sales

Client relationship management

Sales targets

Education

High school diploma

Bachelor’s degree preferred

Tools

Microsoft Office

PowerPoint

Job description

LPL Financial, in collaboration with Educational Employees Credit Union, seeks a Wealth Advisor to provide non-deposit investment products and advisory services to branch clients. You will manage an assigned book, develop tailored financial solutions, and work with retail staff to drive cross-sell opportunities while meeting sales goals.

The position is on-site at a local branch, emphasizing client service, compliance, and ongoing professional growth within a collaborative team environment.