Wealth Advisor – On-Site Branch Investment Solutions

LPL Financial; Lacey (WA); Vor Ort; USD 72.000 - 88.000; Vollzeit

Benefits dieser Stelle

Sales incentive compensation

Zusammenfassung

O Bee Credit Union, in partnership with LPL Financial, is seeking a Wealth Advisor to support an assigned branch portfolio, delivering non-deposit investment products and advisory services to clients.

The role is on-site at the Lacey, WA branch, where you will build strong relationships with retail staff and clients, drive advisory solutions, and help meet sales goals while maintaining compliance and excellent service.

Qualifikationen

• High school diploma or equivalent; Bachelor’s Degree preferred
• Minimum of two years investment sales experience
• Active FINRA registrations: Life, Series 7, Series 63 (if required), Series 65 or 66
• State registration where applicable and ability to obtain if not active
• Proficiency with Microsoft Office and broker-dealer applications

Aufgaben

• Use a consultative, holistic approach to deliver NDIPs and advisory services
• Provide comprehensive investment and insurance solutions to clients
• Deliver needs-based financial guidance with a diversified brokerage/insurance mix
• Ensure compliance with regulatory, broker-dealer, and institution requirements
• Deliver excellent customer service during every client interaction
• Develop relationships with branch staff and Centers of Influence to generate referrals
• Meet or exceed sales goals while adhering to policies and regulations

Kenntnisse

Investment sales

FINRA licensed

Client advisory

Sales targets

Ausbildung

Bachelor's degree preferred

Tools

Microsoft Office

PowerPoint

Broker-dealer systems

Jobbeschreibung

O Bee Credit Union, in partnership with LPL Financial, is seeking a Wealth Advisor to support an assigned branch portfolio, delivering non-deposit investment products and advisory services to clients.

The role is on-site at the Lacey, WA branch, where you will build strong relationships with retail staff and clients, drive advisory solutions, and help meet sales goals while maintaining compliance and excellent service.