Wealth Advisor

LPL Financial

. Act as a dedicated representative assigned to a specific branch or multiple branches .

Posted 9/16/2026full-timeMedford • Oregon • United StatesJuniorMid-Level💰 $70,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in delivering Non-Deposit Investment Products and services while ensuring compliance with regulatory requirements. Proven ability to build relationships, provide tailored financial solutions, and achieve sales goals in a bank-based investment environment.

Highest-signal resume keywords

Investment Sales ExperienceActive Life Insurance LicenseActive Series 7 RegistrationActive Series 63 RegistrationExcellent Customer Service Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment Products KnowledgeInsurance SolutionsSales Process UtilizationResearch and Analysis Skills

Soft Skills

Strong Self-MotivationExcellent Communication SkillsOrganizational SkillsAttention to Detail

Tools & Technologies

Microsoft Office SuiteBroker-Dealer-Specific Applications

Certifications & Qualifications

Active Life Insurance LicenseActive Series 7 RegistrationActive Series 63 RegistrationActive Series 65 or 66 Registration

Industry Keywords

Non-Deposit Investment ProductsRetail Branch ManagementCross-SellingComplianceBank-Based Investment Market

About the role

Key responsibilities & impact

Act as a dedicated representative assigned to a specific branch or multiple branches
Deliver Non-Deposit Investment Products (NDIPs) and services to branch customers and prospective customers
Provide advice-based financial solutions for an assigned book of business
Solicit new and existing investments and insurance solutions tailored to individual customer needs
Establish partnerships with Retail Branch Managers and Centers of Influence
Utilize a consultative, holistic approach, sales process, and assessment tools
Provide comprehensive investment and insurance solutions
Offer suitable and diversified brokerage, advisory, and insurance solutions
Ensure compliance with regulatory, broker-dealer, and institutional requirements
Deliver high-quality customer service during customer interactions
Build relationships with retail branch staff and support referral efforts
Understand core institution products to support cross-selling and generate referrals
Meet or exceed established sales goals while complying with applicable policies, procedures, and regulations

Requirements

What you’ll need

High school diploma or equivalent (Bachelor’s Degree Preferred)
Minimum of two (2) years investment sales experience (preferably in a financial institution)
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; if required and not active, must acquire within the first six months of hire)
Computer literate with proficiency in Microsoft Office product suite, including PowerPoint and broker-dealer-specific applications
Demonstrated ability to sell products and services to investment clients and 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 attention to detail
Effective research and analysis skills

Benefits

Comp & perks

Sales incentive compensation eligibility