Branch Wealth Advisor: Holistic Investment Solutions
Job in
Tacoma, Pierce County, Washington, 98417, USA
Listed on 2026-09-04
Listing for:
LPL Financial
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
O Bee Credit Union seeks a Wealth Advisor affiliated with LPL Financial to serve as a branch-focused advisor delivering NDIPs and advisory solutions to customers. You will build relationships, solicit investments, and collaborate with branch managers to drive cross-selling opportunities.
The role emphasizes a consultative, needs-based approach within a fast-paced, client-focused environment. On-site positions at Tacoma-area branches in WA are available.
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