Wealth Advisor - Mechanics Bank
LPL FinancialHighlight
Summary
About the Role
About You
- 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).
- Computer literate with proficiency in Microsoft Office product suite, including Power Point.
- Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
- Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space.
- Excellent knowledge of investment/insurance products and financial planning.
Benefits
- Competitive salary range of $68,640 - $80,000.
- Eligible to earn sales incentive compensation.
LPL Financial is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC.