Wealth Advisor: On-Site Branch Investment Solutions

LPL Financial; Kent (WA); On-site; USD 68,000 - 92,000; Full time

Benefits offered by this job

Sales incentive compensation

Job summary

Mechanics Bank seeks a Wealth Advisor affiliated with LPL Financial to deliver non-deposit investment products and advisory services to branch customers. You will act as a dedicated representative for one or more local WA branches, delivering comprehensive, needs-based financial solutions.

The role emphasizes building strong relationships with branch staff and centers of influence, meeting sales goals, and maintaining compliance with regulatory requirements.

Qualifications

• High school diploma or equivalent; bachelor’s degree preferred.
• Minimum of two years investment sales experience in a financial institution.
• Active FINRA licenses (Series 7, 63, 65/66 as applicable) and Life Insurance License.
• Proficient with Microsoft Office and related broker-dealer applications.

Responsibilities

• Deliver NDIPs and advisory services to branch customers and prospective clients.
• Solicit new and existing investments and insurance solutions for clients.
• Build relationships with Retail Branch staff and Centers of Influence to generate referrals.

Skills

Investment sales

Financial advising

Customer focus

Team oriented

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Office

PowerPoint

Job description

Mechanics Bank seeks a Wealth Advisor affiliated with LPL Financial to deliver non-deposit investment products and advisory services to branch customers. You will act as a dedicated representative for one or more local WA branches, delivering comprehensive, needs-based financial solutions.

The role emphasizes building strong relationships with branch staff and centers of influence, meeting sales goals, and maintaining compliance with regulatory requirements.