On-Site Wealth Advisor – Banking & Investments
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Mechanics Bank, affiliated with LPL Financial, is hiring a Wealth Advisor to serve as a dedicated representative at local branches in Portland, Lake Oswego, or Vancouver. You will deliver NDIPs and advisory solutions, building relationships with branch teams and customers to drive investments and insurance needs.
The role emphasizes an advisory, needs-based approach in a fast-paced environment with strong customer service and cross-sell opportunities.
This role, On-Site Wealth Advisor – Banking & Investments at LPL Financial, could be your next career step.
The position is based in Portland, OR, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 59.000 - 70.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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