Branch Wealth Advisor: Client-Centric Solutions
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Banking & Finance
Educational Employees Credit Union invites you to join our Wealth Advisor team in partnership with LPL Financial. This on-site role serves a dedicated branch or multiple branches, delivering non-deposit investment products and advisory solutions to retail clients and prospects.
You will build strong relationships with branch staff and cross-sell to meet client needs. The ideal candidate has 2+ years investment sales experience, relevant FINRA licenses, and proficiency with Microsoft Office.
This posting is for the Branch Wealth Advisor:
Client-Centric Solutions role at LPL Financial, based in Southlake, TX, United States.
We are looking to fill the Branch Wealth Advisor:
Client-Centric Solutions position at LPL Financial in Southlake, TX, United States.
The Branch Wealth Advisor:
Client-Centric Solutions role at LPL Financial is now open for applications in Southlake, TX, United States.
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