Wealth Advisor - On-Site Branch Client
Listed on 2026-11-05
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Banking & Finance
O Bee Credit Union is seeking a Wealth Advisor to act as a dedicated representative at a local branch in Lacey, WA, delivering Non-Deposit Investment Products and advisory services to clients. You will actively solicit investments and insurance solutions, maintaining strong partnerships with branch managers and centers of influence.
The role requires licenses and registrations (Life Insurance, Series 7, 63, 65/66) and a focus on compliant, needs-based financial planning for a defined client
Step into the Wealth Advisor
- On-Site Branch Client Experience role at LPL Financial in Olympia, WA, United States and grow with us.
We are looking to fill the Wealth Advisor
- On-Site Branch Client Experience position at LPL Financial in Olympia, WA, United States.
The Wealth Advisor
- On-Site Branch Client Experience role at LPL Financial is now open for applications in Olympia, WA, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).