Wealth Advisor - On-Site Bank-Based Investment Solutions

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

Job summary

Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to deliver holistic wealth management solutions at on-site branch locations in Washington. You will collaborate with bank staff, identify investment and insurance opportunities, and drive client‑centered financial planning in a fast-paced, client‑focused environment.

The role requires two years of investment sales experience, active FINRA registrations, and a high standard of ethics and compliance.

Qualifications

• High school diploma or equivalent (Bachelor’s Degree Preferred)
• Minimum of two (2) years investment sales experience
• Active Life Insurance License and FINRA registrations (Series 7, 63, 65/66)
• Registration, if required by state, must be active or acquired within six months
• Proficiency in Microsoft Office, including PowerPoint

Responsibilities

• Utilize consultative, holistic approach and sales process
• Provide comprehensive, needs-based financial solutions to clients
• Deliver diversified brokerage, advisory, and insurance solutions
• Ensure compliance with regulatory, broker-dealer and institution requirements
• Deliver high-quality customer service in every interaction
• Build strong relationships with branch staff and support cross-selling
• Meet or exceed sales goals for the assigned territory

Skills

Client focus

Team oriented

Strong collaboration

Creativity

Continuous improvement

Excellent communication

Education

Bachelor's degree preferred

Tools

Microsoft Office

PowerPoint

Job description

Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to deliver holistic wealth management solutions at on-site branch locations in Washington. You will collaborate with bank staff, identify investment and insurance opportunities, and drive client‑centered financial planning in a fast-paced, client‑focused environment.

The role requires two years of investment sales experience, active FINRA registrations, and a high standard of ethics and compliance.