LPL Financial
Wealth Advisor - Nuvision Federal Credit Union
Walnut Creek, CA · Staff+
Sponsorship not specifiedDetected 30 days ago
SalesCustomer SupportResearchCommunicationMicrosoft Office
About the role
- Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.
Responsibilities
- Building strong relationships with retail branch staff, supporting and motivating their referral efforts.
- Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate
- We want strong collaborators who can deliver a world-class client experience.
- Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned branches.
- LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs.
Requirements
- 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
- Excellent knowledge of investment/insurance products and financial planning
- Strong self-motivation and ability to work independently
Nice to have
- High school diploma or equivalent (Bachelor's Degree Preferred)
Compensation
- The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location.
- This position is also eligible to earn sales incentive compensation.
Benefits
- This exciting opportunity at the Retirement and Investment Center located at Nuvision Federal Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial.
Company info
- 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.
- 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.
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This listing is sourced directly from LPL Financial's careers page and normalized into a canonical job model.