Wealth Advisor - VIA Credit Union

LPL Financial(11 days ago)

Marion, INOnsiteFull TimeJunior$58,500 - $70,000Finance

About this role

A Wealth Advisor at VIA Credit Union is responsible for providing investment and insurance solutions to branch clients, acting as a trusted advisor, and supporting cross-selling efforts within the bank. The role emphasizes building strong relationships with clients and branch staff to deliver comprehensive financial guidance.

View Original Listing

Required Skills

financial Planning
Investment Sales
Insurance Products
Client Relations
Sales Techniques
Regulatory Compliance
Microsoft Office
Customer Service

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.

View more jobs at LPL Financial →

Apply instantly with AI

Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.

More jobs at LPL Financial

Wealth Advisor - Fidelity Bank

LPL Financial(1 day ago)

AVP Tech, Software Development - Cloud Lead

LPL Financial(1 day ago)

VP, M&A Technology Integration Leader

LPL Financial(1 day ago)

Senior Analyst, Corporate FP&A

LPL Financial(1 day ago)