Wealth Advisor: Investment Solutions & Client Experience

LPL Financial; Cambridge (MA); On-site; USD 59,000 - 70,000; Full time

Benefits offered by this job

Sales incentive compensation

Job summary

Harvard Federal Credit Union in Cambridge, MA seeks a Wealth Advisor affiliated with LPL Financial to deliver brokerage, advisory and insurance solutions to the branch client base. You will manage an assigned book, solicit new investments, and partner with branch managers to expand referrals.

The role requires a minimum of two years in investment sales, active FINRA registrations and licensure, and strong client service skills in a fast-paced environment.

Qualifications

• Two years of investment sales experience in a financial institution.
• Active Life Insurance License and FINRA registrations.
• Proficiency in Microsoft Office applications.
• Ability to collaborate with branch staff and Centers of Influence.
• Willingness to work on-site in Cambridge, MA.

Responsibilities

• Deliver NDIPs and advisory services to branch customers.
• Solicit new investments and insurance solutions for clients.
• Establish partnerships with Retail Branch Managers.
• Meet or exceed sales goals within compliance requirements.
• Provide high-quality customer service during interactions.

Skills

Investment sales

Regulatory knowledge

Interpersonal communication

Self-motivation

Team collaboration

Education

High School Diploma or Equivalent

Bachelor’s Degree Preferred

Tools

Microsoft Office

PowerPoint

Job description

Harvard Federal Credit Union in Cambridge, MA seeks a Wealth Advisor affiliated with LPL Financial to deliver brokerage, advisory and insurance solutions to the branch client base. You will manage an assigned book, solicit new investments, and partner with branch managers to expand referrals.

The role requires a minimum of two years in investment sales, active FINRA registrations and licensure, and strong client service skills in a fast-paced environment.