Gesa Credit Union - Wealth Advisor
$68,640–$70,000 year
On-site · Tri-Cities, Washington, United States
Job Summary
As a Wealth Advisor at Gesa Credit Union with LPL Financial, you will deliver Non-Deposit Investment Products (NDIPs) and services while providing advice-based financial solutions to clients. Key responsibilities include establishing strong partnerships with retail branch staff, delivering comprehensive financial solutions, and meeting sales goals in compliance with regulatory requirements. The role requires a strong focus on customer service, internal collaboration, and ethical business practices. Qualifications include a high school diploma, investment sales experience, and maintaining necessary licenses and registrations.
Required Qualifications
- High school diploma or equivalent
- Minimum of two years investment sales experience (preferably in a financial institution)
- Must 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)
- Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer
Desired Qualifications
- Demonstrated ability to sell products and services to investment clients
- 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
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