Wealth Advisor, Branch- Financial Solutions
Listed on 2026-11-04
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
O Bee Credit Union seeks a Wealth Advisor affiliated with LPL Financial to deliver NDIPs and advisory services at our Lacey, WA branch. You will serve a dedicated book of business, meeting client needs with a holistic, advice-based approach.
The role requires at least 2 years of investment sales experience, active FINRA licenses (Series 7, 63; 65/66 if required), and a Life Insurance license. This on-site position rewards strong collaboration, regulatory compliance, and exceptional client
We have an opening for a Wealth Advisor, Branch-Based Financial Solutions in Tumwater, WA, United States within Finance, Sales.
Join us at LPL Financial as our next Wealth Advisor, Branch-Based Financial Solutions in Tumwater, WA, United States.
We are currently recruiting a Wealth Advisor, Branch-Based Financial Solutions for our team in Tumwater, WA, United States.
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