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Onsite Wealth Advisor: Investments & Insurance Solutions
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-09-07
Listing for:
lplfinancial
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Mechanics Bank, in partnership with LPL Financial, seeks a Wealth Advisor to deliver NDIPs and advisory services to branch clients across WA. This on-site role focuses on building trusted relationships, soliciting investments and insurance solutions, and supporting cross-sell opportunities within the bank’s network.
You will collaborate with Retail Branch Managers and Centers of Influence, while ensuring regulatory compliance and excellent client service.
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