Wealth Advisor — On-Site at Northwest Bank Partners

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

Job summary

LPL Financial collaborates with Mechanics Bank to place a Wealth Advisor affiliated with LPL Financial in the Seattle area. You will be the dedicated representative for NDIPs and advisory services at one or more local branches, delivering comprehensive, needs-based financial solutions to clients and prospects.

The role emphasizes building strong relationships with branch staff and centers of influence, meeting sales goals, and ensuring regulatory compliance while providing high-quality client

Qualifications

• Two years investment sales experience (preferably in a financial institution).
• Active State Life Insurance License + FINRA registrations (Series 7, 63, 65/66 if required).
• Must be computer literate with Microsoft Office and broker-dealer applications.

Responsibilities

• Deliver needs-based financial solutions to clients with a range of investment and insurance products.
• Solicit new and existing investments and insurance solutions for an assigned client base.
• Maintain relationships with branch staff and centers of influence to generate referrals.

Skills

Communication skills

Sales skills

Independent work

Organizational skills

Customer service

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Office

Broker-dealer applications

Job description

LPL Financial collaborates with Mechanics Bank to place a Wealth Advisor affiliated with LPL Financial in the Seattle area. You will be the dedicated representative for NDIPs and advisory services at one or more local branches, delivering comprehensive, needs-based financial solutions to clients and prospects.

The role emphasizes building strong relationships with branch staff and centers of influence, meeting sales goals, and ensuring regulatory compliance while providing high-quality client