Wealth Advisor - America First Credit Union

Job Description

LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients’ needs. This exciting opportunity at America First Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial.

This role requires the employee to work on-site at the local bank branch located in St. George, UT
.

• Utilize a consultative, holistic approach, sales process, and assessment tools where appropriate.
• Provide comprehensive, needs-based financial solutions to clients by offering a range of investment/insurance solutions.
• Deliver needs-based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.
• Employ ethical business practices to ensure full compliance of regulatory, broker dealer, and institution requirements.
• Deliver a high quality customer service experience during each customer interaction.
• Build strong relationships with retail branch staff, support and motivate their referral efforts. Develop a complete understanding of the core institution products to support cross-selling opportunities and generate referrals back to the institution where appropriate.
• Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures, and regulations governing products and services.

• High school diploma or equivalent (Bachelor’s Degree Preferred).
• Minimum of two (2) years investment sales experience (preferably in a financial institution).
• Must maintain Licenses and FINRA registrations:
  Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
• Registration (if required by the state of hire). If required by state of hire and not active, must acquire within the first six months of hire.
• Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer.

• Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
• Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space.
• Excellent knowledge of investment/insurance products and financial planning.

• Strong self-motivation and ability to work independently.
• Excellent verbal, written, and interpersonal communication skills.
• Possess strong organization skills.
• Excellent customer service and business focus with great attention to detail.
• Effective research and analysis skills.

$58,500 - $70,000 per year. The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Entry Level

Full‑time

Finance and Sales