ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Wealth Advisor at LPL Financial - ApplyBlast

Wealth Advisor

LPL Financial

2 months ago

3.5 on Glassdoor

Orem, Utah, United States

Onsite

Full Time

Junior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

The Wealth Advisor will work on‑site at the America First Credit Union branch in Orem, UT, delivering non‑deposit investment products and comprehensive financial solutions to retail clients. The role focuses on consultative sales, building relationships with branch staff, and meeting sales goals while ensuring regulatory compliance.

Responsibilities

Deliver comprehensive investment and insurance solutions to branch clients
Build and maintain relationships with retail branch staff to generate referrals
Meet or exceed sales goals while ensuring regulatory compliance

Skills

Qualifications

State Applicable Life Insurance LicenseSeries 7 RegistrationSeries 63 RegistrationSeries 65 RegistrationSeries 66 Registration

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

View Profile

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.