Wealth Advisor - Gesa Credit Union

LPL Financial(22 days ago)

Spokane, WAOnsiteFull TimeMedior$80,168.4 - $90,000Wealth Management

About this role

A Wealth Advisor affiliated with LPL Financial, based at Gesa Credit Union, serves as the branch-based representative delivering non-deposit investment products and services. The role supports an assigned book of retail clients using an advice-based relationship model and partners with branch leadership to serve customers and the community. This position is located on-site at a local branch.

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Required Skills

Consultative Sales
Financial Planning
Client Service
Relationship Building
Cross Selling
Regulatory Compliance
Microsoft Office
Communication
Research
Analysis

Qualifications

High School Diploma
Bachelor's Degree Preferred
Life Insurance License
Series 7
Series 63
Series 65
Series 66

About LPL Financial

lpl.com

A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.

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