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On-Site Wealth Advisor — Holistic Financial Planning

Job in Mountlake Terrace, Snohomish County, Washington, 98043, USA
Listing for: LPL Financial
Full Time position Listed on 2026-11-13
Job specializations:
Salary/Wage Range or Industry Benchmark: 72000 - 88000 USD Yearly USD 72000.00 88000.00 YEAR

Job Description & How to Apply Below

Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to provide holistic, needs-based financial solutions to clients at our Seattle-area branches. This on-site role emphasizes building trusted relationships and delivering comprehensive brokerage, advisory, and insurance options.

Ideal candidates have at least two years of investment sales experience, hold or be eligible for FINRA licenses, and are motivated to meet sales goals while maintaining regulatory compliance.

Consider building your career as a On-Site Wealth Advisor — Holistic Financial Planning at LPL Financial.

We are currently recruiting a On-Site Wealth Advisor — Holistic Financial Planning for our team in Mountlake Terrace, WA, United States.

This is an excellent opening to take on the On-Site Wealth Advisor — Holistic Financial Planning role at LPL Financial.

As a On-Site Wealth Advisor — Holistic Financial Planning, you will play an important part at LPL Financial in Mountlake Terrace, WA, United States.

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