Talent.com
Wealth Advisor - Mechanics Bank
Wealth Advisor - Mechanics BankLPL Financial • Lake Oswego, OR
Wealth Advisor - Mechanics Bank

Wealth Advisor - Mechanics Bank

LPL Financial • Lake Oswego, OR
30+ days ago
Job type
  • Full-time
Job description

Job Overview:

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. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches.

Responsibilities:

  • Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.
  • Providing comprehensive, needs-based financial solutions to clients by offering a range of investment/insurance solutions
  • Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.
  • Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements
  • Delivering a high quality customer service experience during each customer interaction
  • 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
  • Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. 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.

Requirements:

  • High school diploma or equivalent (Bachelor’s Degree Preferred)
  • Minimum of two (2) years investment sales experience (preferably in a financial institution)
  • Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66
  • 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

Preferences:

  • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results
  • Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space
  • Excellent knowledge of investment/insurance products and financial planning

Core Competencies:

  • Strong self-motivation and ability to work independently
  • Excellent verbal, written and interpersonal communication skills
  • Possess strong organization skills
  • Excellent customer service and business focus with a great attention to detail
  • Effective research and analysis skills

#LI-Onsite

Pay Range:$68,640 - $80,000The 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.
Create a job alert for this search

Wealth Advisor - Mechanics Bank • Lake Oswego, OR

Similar jobs

Associate Wealth Advisor

Focus Financial PartnersPortland, OR, United States
Full-time

NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors.With more than tw...Show more

 • Promoted

Parts Advisor - Future Opportunities

LithiaBeaverton, OR, United States
Full-time

Interested in joining Lithia & Driveway as a Parts Advisor? Let's stay connected!.At Lithia & Driveway, we're always looking to connect with talented individuals - whether you're experienced in the...Show more

 • Promoted

Owners Advisor for Collaborative Delivery

Brown and CaldwellPortland, OR, United States
Full-time

Brown and Caldwell (BC) is currently seeking an experienced collaborative delivery professional to join our national Owner's Advisor team within our Integrated Project Delivery group.This position ...Show more

 • Promoted • New!

Financial Advisor- Lake Oswego

OnPointLake Oswego, OR, United States
Full-time

OnPoint Community Credit Union is partnered with Raymond James Financial Services, Inc.Together we have a commitment to provide an exceptional client experience to support and build a successful in...Show more

 • Promoted

Partner, Senior Wealth Advisor (Hybrid - Portland)

Mercer AdvisorsPortland, OR, United States
Full-time

Partner, Senior Wealth Advisor (Hybrid - Portland).For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives.How? By integrating financial plann...Show more

 • Promoted

Associate Business Client Advisor

Summit BankPortland, OR, United States
Full-time

Associate Business Client Advisor (Credit Analyst).Reports To: Commercial Banking Team Leader.Shift: Monday Friday 8:30am 5:30pm.Credit Analyst will work with one or more assigned Loan Officers on ...Show more

 • Promoted

Wealth Advisor (Portland/Vancouver)

EP Wealth AdvisorsVancouver, WA, United States
Full-time

Wealth Advisor (Portland/Vancouver).Vancouver WA - Vancouver, WA 98660.Salary Position Type Full Time Category Advisor.EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.A...Show more

 • Promoted

Financial Advisor

Northwestern Mutual Life Insurance CompanyLake Oswego, OR, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go...Show more

 • Promoted

Financial Advisor- Lake Oswego

OnPoint Community CULake Oswego, OR, United States
Full-time

OnPoint Community Credit Union is partnered with Raymond James Financial Services, Inc.Together we have a commitment to provide an exceptional client experience to support and build a successful in...Show more

 • Promoted

Sales & Service Advisor

Trendsetters Truck & AutoPortland, OR, United States
Full-time

Position at Trendsetters Truck & Auto.We're a results-focused, performance-driven team that knows how to deliver.Every role here plays a key part in shaping an exceptional experience for our custom...Show more

 • Promoted

Personal Risk Advisor

USI Holdings CorporationPortland, OR, United States
Full-time

General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with comple...Show more

 • Promoted

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Fisher InvestmentsVancouver, Washington, US
Full-time

Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investm...Show more

 • Promoted • New!

Wealth Advisor- Portland/Lake Oswego

Carson GroupLake Oswego, OR, United States
Full-time

Where integrity meets expertise in the world of wealth management.At Carson Wealth, our core values shape everything we do.We believe in doing the right thing, always.As a fiduciary practice, putti...Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Beaverton, OR

ChaseBeaverton, OR, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show more

 • Promoted

Financial Solutions Advisor Registration Candidate - Lake Oswego

Bank of AmericaLake Oswego, OR, United States
Full-time

Financial Solutions Advisor Stage I.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible...Show more

 • Promoted

Wealth Advisor

AprioPortland, OR, United States
Full-time

Join Aprio's Wealth Management team and you will help clients maximize their opportunities.Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Wealth Advisor to join their d...Show more

 • Promoted

Financial Aid Advisor

American College of Healthcare SciencesPortland, OR, United States
Full-time

American College of Healthcare Sciences (ACHS) is an accredited higher education institution, dynamically leading the industry in online holistic undergraduate and graduate programs specializing in...Show more

 • Promoted • New!

FINANCIAL ADVISOR

Jamie GrayemPortland, OR, United States
Full-time

Base Salary + Quarterly Production Bonus + Full Benefits.This position is subject to SAFE Act registration requirements.Pursuant to the SAFE Act requirements, all employees engaged in residential l...Show more