Wealth Advisor - On-Site Branch Client Experience

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

Job summary

O Bee Credit Union is seeking a Wealth Advisor to act as a dedicated representative at a local branch in Lacey, WA, delivering Non-Deposit Investment Products and advisory services to clients. You will actively solicit investments and insurance solutions, maintaining strong partnerships with branch managers and centers of influence.

The role requires licenses and registrations (Life Insurance, Series 7, 63, 65/66) and a focus on compliant, needs-based financial planning for a defined client

Qualifications

• Minimum of two years investment sales experience.
• Active FINRA registrations required.
• Strong communication and customer service skills.

Responsibilities

• Utilize a consultative, holistic sales process and assessment tools.
• Provide a range of investment/insurance solutions to clients.
• Deliver brokerage, advisory, and insurance solutions to meet client needs and objectives.
• Maintain compliance with regulatory, broker-dealer and institution requirements.
• Provide high-quality customer service during each interaction.
• Build relationships with branch staff to support referrals and cross-selling.
• Meet or exceed sales goals for assigned territory while following policies.

Skills

Investment sales

Client relationships

Regulatory compliance

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Active Life Insurance License

Series 7

Series 63

Series 65/66

Job description

O Bee Credit Union is seeking a Wealth Advisor to act as a dedicated representative at a local branch in Lacey, WA, delivering Non-Deposit Investment Products and advisory services to clients. You will actively solicit investments and insurance solutions, maintaining strong partnerships with branch managers and centers of influence.

The role requires licenses and registrations (Life Insurance, Series 7, 63, 65/66) and a focus on compliant, needs-based financial planning for a defined client