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Wealth Advisor — Holistic Investment Solutions
Job in
Tacoma, Pierce County, Washington, 98417, USA
Listed on 2026-09-07
Listing for:
lplfinancial
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to provide holistic financial solutions to clients at branch locations in Washington. The role emphasizes a consultative sales approach, regulatory compliance, and strong client service in a fast-paced banking environment.
You will work on-site in Tacoma, Tukwila, Renton, Gig Harbor, Federal Way, or Kent, WA, collaborating with branch staff to deliver investment, advisory, and insurance solutions while meeting sales goals.
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