On-Site Wealth Advisor: Branch Client Solutions
Job in
Fort Worth, Tarrant County, Texas, 76102, USA
Listed on 2026-09-09
Listing for:
LPL Financial
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Banking & Finance
Job Description & How to Apply Below
Educational Employees Credit Union (EECU) in partnership with LPL Financial seeks a Wealth Advisor to deliver non-deposit investment products and advisory services to branch clients. This on-site role focuses on personalized financial solutions and building lasting client relationships at the assigned branch.
The position emphasizes an advisory approach, cross-selling opportunities, and collaboration with Retail Branch Managers to drive client success.
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