Wealth Advisor - Arrowhead Credit Union

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LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients’ needs. This exciting opportunity at Arrowhead Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial.

This role requires you to work on-site at the local bank branch located in Yucaipa, CA
.

A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. The Advisor provides an advice‑based approach to financial solutions for an assigned book of business, actively soliciting new and existing investments and insurance solutions from the retail client base.

The role establishes a strong partnership with Retail Branch Managers, Centers of Influence, and maintains working relationships with all assigned branches.

• Utilize a consultative, holistic approach, sales process, and assessment tools where appropriate.
• Provide comprehensive, needs‑based financial solutions to clients by offering a range of investment and insurance solutions.
• Deliver diversified broker, advisory, and insurance solutions to meet client needs and objectives.
• Employ ethical business practices to ensure full compliance with regulatory, broker dealer, and institutional requirements.
• Deliver a high‑quality customer service experience during each interaction.
• Build strong relationships with retail branch staff, supporting and motivating their referral efforts. Develop a complete understanding of core institution products to support cross‑selling opportunities and generate referrals back to the institution when appropriate.
• Meet or exceed established sales goals for the assigned territory while ensuring compliance with policies, procedures, and regulations governing products and services.

• High school diploma or equivalent (Bachelor’s Degree Preferred).
• Minimum of two (2) years of investment sales experience, preferably in a financial institution.
• Maintain Licenses and FINRA registrations:
  Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
• Registration (If required by the state of hire and not active, acquire within the first six months of hire).
• Computer literate with proficiency in Microsoft Office, including PowerPoint and broker‑dealer specific applications.

• Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
• Broad knowledge of characteristics and needs of clients and partners within the bank‑based investment market space.
• Excellent knowledge of investment, insurance products, and financial planning.

• Strong self‑motivation and ability to work independently.
• Excellent verbal, written, and interpersonal communication skills.
• Strong organizational skills.
• Excellent customer service and business focus with great attention to detail.
• Effective research and analysis skills.

Pay Range: $68,640 – $70,000. The salary range depends on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Seniority Level: Entry level |

Employment Type:

Full‑time | Job Function:
Finance and Sales