Wealth Advisor - Banner Bank
Blaine, WAAll locationsBlaine, WASedro-Wooley, WALynden, WABurlington, WA On-site
$70,000–$90,000 a yearJobFig found this opening at its original source and checks that it remains available.
About the role
LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Banner Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. This role will require the employee to work on-site at the local bank branch located in Blaine, Burlington, Lynden, or Sedro-Wooley, WA. A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches.
What you'll bring
- We want strong collaborators who can deliver a world-class client experience.
- We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
- High school diploma or equivalent
- Minimum of two (2) years investment sales experience
- 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
- 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
- Strong self-motivation and ability to work independently