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Wealth Advisor - Onsite Branch Banking & Investments

Job in Plainview, Hale County, Texas, 79073, USA
Listing for: LPL Financial
Full Time position
Listed on 2026-09-05
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 66000 - 70000 USD Yearly USD 66000.00 70000.00 YEAR
Job Description & How to Apply Below

Jovia Credit Union, in collaboration with LPL Financial, seeks a Wealth Advisor to provide advisory services to branch clients at the Plainview, NY location. You will deliver NDIPs, investments and insurance through a consultative, client-first approach.

As a Wealth Advisor, you will partner with branch staff, deliver comprehensive financial solutions, and strive to meet sales goals while maintaining strict regulatory compliance and high service standards.

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