Wealth Advisor (Onsite) - Investment & Advisory

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

Benefits offered by this job

Sales incentive compensation

Job summary

Mechanics Bank, in collaboration with LPL Financial, seeks a Wealth Advisor to deliver non-deposit investment products and advisory services at a Northwest branch network. You will manage an assigned client base and seek new opportunities through retail channels, coordinating with branch leadership to drive growth.

The role emphasizes a consultative, needs-based approach, with a focus on personalized financial planning and cross-selling within the bank's wealth management framework.

Qualifications

• Two years investment sales experience, preferably in a financial institution.
• Active FINRA licenses required: Life, Series 7, Series 63/65-66 as applicable.
• Proficient in Microsoft Office and brokerage/dealer applications.

Responsibilities

• Deliver needs-based financial solutions with brokerage, advisory, and insurance products.
• Build relationships with branch staff and Centers of Influence.
• Meet or exceed sales goals while ensuring regulatory compliance.

Skills

Investment sales

Client communication

Office software

Education

High school diploma

Bachelor's degree preferable

Tools

PowerPoint

Brokerage systems

Job description

Mechanics Bank, in collaboration with LPL Financial, seeks a Wealth Advisor to deliver non-deposit investment products and advisory services at a Northwest branch network. You will manage an assigned client base and seek new opportunities through retail channels, coordinating with branch leadership to drive growth.

The role emphasizes a consultative, needs-based approach, with a focus on personalized financial planning and cross-selling within the bank's wealth management framework.