Wealth Advisor - Mechanics Bank
LPL Financial(1 month ago)
Tacoma, WAOnsiteFull TimeMedior$68,640 - $80,000Wealth Management
Apply NowAbout this role
A Wealth Advisor at Mechanics Bank acts as a dedicated representative assigned to specific branches, delivering Non-Deposit Investment Products and services to customers. The role focuses on providing tailored financial solutions and building strong relationships with branch management and staff to enhance customer service and generate sales.
Required Skills
- Investment Products
- Sales Experience
- Financial Solutions
- Customer Service
Qualifications
- High School Diploma
- Active State Applicable Life Insurance License
- Active Series 7 Registration
- Active Series 63 Registration
- Active Series 65 or 66 Registration
About LPL Financial
lpl.comA 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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