Wealth Advisor - On-Site WA Branch Client Solutions

LPL Financial; Tacoma (WA); Vor Ort; USD 68.000 - 92.000; Vollzeit

Zusammenfassung

Mechanics Bank, in partnership with LPL Financial, invites you to join as a Wealth Advisor onsite in WA. This role delivers non-deposit investment products and advisory solutions to clients, cultivating an individualized investment strategy for an assigned book of business.

You will collaborate with branch staff and Centers of Influence to cross-sell products, grow the client base, and meet sales goals while upholding regulatory standards.

Qualifikationen

• Two years of investment sales experience (financial institution preferred).
• Active FINRA registrations: Series 7, 63 (state), 65/66 if required.
• Active Life Insurance license and state registration as applicable.

Aufgaben

• Provide NDIPs and services to branch clients as a Wealth Advisor.
• Solicit new and existing investments and insurance solutions for clients’ needs.
• Collaborate with Retail Branch Managers and Centers of Influence to grow business.

Kenntnisse

Investment sales

FINRA licenses

Microsoft Office

Ausbildung

Bachelor’s degree (preferred)

Tools

Microsoft Office suite

Jobbeschreibung

Mechanics Bank, in partnership with LPL Financial, invites you to join as a Wealth Advisor onsite in WA. This role delivers non-deposit investment products and advisory solutions to clients, cultivating an individualized investment strategy for an assigned book of business.

You will collaborate with branch staff and Centers of Influence to cross-sell products, grow the client base, and meet sales goals while upholding regulatory standards.