Wealth Advisor — On-Site, Local Client Wealth Guidance

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

Job summary

Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to deliver Non-Deposit Investment Products and advisory services at on-site WA branches. You will manage a dedicated book of business, soliciting investments and insurance solutions to meet client needs.

The role emphasizes a consultative, needs-based approach, building strong partnerships with branch staff, and delivering compliant, high-quality service in a fast-paced environment.

Qualifications

• High school diploma or equivalent (Bachelor’s Degree Preferred)
• Minimum of two (2) years investment sales experience (preferably in a financial institution)
• Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66
• Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire)
• Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer

Responsibilities

• Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.
• Providing comprehensive, needs-based financial solutions to clients by offering a range of investment/insurance solutions
• Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.
• Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements
• Delivering a high quality customer service experience during each customer interaction
• Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate
• Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.

Skills

Client collaboration

Team work

Adaptability

Creativity

Continuous improvement

Education

Bachelor's degree preferred

Tools

Microsoft Office

PowerPoint

Job description

Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to deliver Non-Deposit Investment Products and advisory services at on-site WA branches. You will manage a dedicated book of business, soliciting investments and insurance solutions to meet client needs.

The role emphasizes a consultative, needs-based approach, building strong partnerships with branch staff, and delivering compliant, high-quality service in a fast-paced environment.