LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
Client Specialist
Anchorage, AK · On-site
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...
Client Specialist
Anchorage, AK · On-site
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...
Client Specialist
Anchorage, AK · On-site
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...
Client Specialist
Anchorage, AK · On-site
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...
Client Specialist
Anchorage, AK · On-site
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...
Client Specialist
Anchorage, AK · On-site
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
Financial Aid Advisor
Palmer, AK · On-site
$20 - $25.75/hr
Responsibilities include advising students on federal, state, and institutional aid programs; reviewing and processing financial aid documents; assisting with FAFSA completion and verification; and ...
Financial Aid Advisor
Palmer, AK · On-site
$20 - $25.75/hr
Responsibilities include advising students on federal, state, and institutional aid programs; reviewing and processing financial aid documents; assisting with FAFSA completion and verification; and ...
Client Specialist
Anchorage, AK · On-site
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...
Client Specialist
Anchorage, AK · On-site
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...
Client Specialist
Anchorage, AK · On-site
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...
Client Specialist
Anchorage, AK · On-site
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts ...
Branch Office Administrator - Sitka, AK
Sitka, AK · On-site
$24 - $24.75/hr
BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of ...
Branch Office Administrator - Sitka, AK
Sitka, AK · On-site
$24 - $24.75/hr
BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of ...
Branch Office Administrator - Anchorage, AK
Anchorage, AK · On-site
$20.50 - $21/hr
BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of ...
Branch Office Administrator - Anchorage, AK
Anchorage, AK · On-site
$20.50 - $21/hr
BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of ...
Branch Office Administrator - Anchorage, AK
Anchorage, AK · On-site
$20.50 - $21/hr
BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of ...
Branch Office Administrator - Anchorage, AK
Anchorage, AK · On-site
$20.50 - $21/hr
BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of ...
Branch Office Administrator - Fairbanks, AK
Fairbanks, AK · On-site
$20.50 - $21/hr
BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of ...
Branch Office Administrator - Fairbanks, AK
Fairbanks, AK · On-site
$20.50 - $21/hr
BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of ...
Branch Office Administrator - Fairbanks, AK
$20.50 - $21/hr
BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of ...
Branch Office Administrator - Fairbanks, AK
$20.50 - $21/hr
BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of ...
Collaborate with COUNTRY Trust Bank Financial Advisors to inform clients of our financial products and services. * Establish an office and build a staff. We Offer COUNTRY Financial Insurance Agents ...
Collaborate with COUNTRY Trust Bank Financial Advisors to inform clients of our financial products and services. * Establish an office and build a staff. We Offer COUNTRY Financial Insurance Agents ...
Collaborate with COUNTRY Trust Bank Financial Advisors to inform clients of our financial products and services. * Establish an office and build a staff. We Offer COUNTRY Financial Insurance Agents ...
Collaborate with COUNTRY Trust Bank Financial Advisors to inform clients of our financial products and services. * Establish an office and build a staff. We Offer COUNTRY Financial Insurance Agents ...
Collaborate with COUNTRY Trust Bank ® Financial Advisors to inform clients of our financial products and services. * Establish an office and build a staff. We Offer COUNTRY Financial ® Insurance ...
Collaborate with COUNTRY Trust Bank ® Financial Advisors to inform clients of our financial products and services. * Establish an office and build a staff. We Offer COUNTRY Financial ® Insurance ...
Branch Manager, Producing
Anchorage, AK · On-site
In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Producing Branch Managers must be responsible for fiscal management, personnel management and ...
Branch Manager, Producing
Anchorage, AK · On-site
In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Producing Branch Managers must be responsible for fiscal management, personnel management and ...
Branch Manager, Producing
Anchorage, AK · On-site
$120 - $200/hr
In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Producing Branch Managers must be responsible for fiscal management, personnel management and ...
Branch Manager, Producing
Anchorage, AK · On-site
$120 - $200/hr
In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Producing Branch Managers must be responsible for fiscal management, personnel management and ...
In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Producing Branch Managers must be responsible for fiscal management, personnel management and ...
In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Producing Branch Managers must be responsible for fiscal management, personnel management and ...
Branch Manager, Producing
Anchorage, AK · On-site
In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Producing Branch Managers must be responsible for fiscal management, personnel management and ...
Branch Manager, Producing
Anchorage, AK · On-site
In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Producing Branch Managers must be responsible for fiscal management, personnel management and ...
Financial Advisor information
See Alaska salary details
$38.8K - $49.3K
3% of jobs
$49.3K - $59.9K
3% of jobs
$59.9K - $70.5K
10% of jobs
$70.5K - $81.1K
9% of jobs
$81.3K is the 25th percentile. Wages below this are outliers.
$81.1K - $91.6K
11% of jobs
$91.6K - $102.2K
8% of jobs
The median wage is $109.1K / yr.
$102.2K - $112.8K
11% of jobs
$112.8K - $123.4K
10% of jobs
$123.4K - $133.9K
10% of jobs
$136.6K is the 75th percentile. Wages above this are outliers.
$133.9K - $144.5K
8% of jobs
$144.5K - $155.1K
19% of jobs
$38.8K
$110K
$155.1K
How much do financial advisor jobs pay per year?
How do financial advisors typically build and maintain client relationships in their day-to-day work?
What qualifications do you need to be a financial advisor?
What does a financial advisor do?
Financial advisors manage clients’ financial goals, such as how much money is needed to save for retirement, paying off debt or mortgage loans, and saving for college or buying a vacation home. An advisor also helps with future planning to grow wealth and advise clients on the best route for investing.
What are the key skills and qualifications needed to thrive as a financial advisor, and why are they important?
Do financial advisors make good money?
What is the difference between Financial Advisor vs Financial Planner?
| Aspect | Financial Advisor | Financial Planner |
|---|---|---|
| Certifications | CFP, CFA, ChFC | CFP, ChFC, CPA |
| Work Environment | Financial firms, banks, independent | Consulting firms, independent, or firms |
| Primary Focus | Investment advice, portfolio management | Comprehensive financial planning, estate, retirement |
| Industry Usage | Commonly used in finance and investment sectors | Used across finance, insurance, and planning services |
While both Financial Advisors and Financial Planners assist clients with financial goals, Financial Advisors often focus more on investment management and portfolio advice, whereas Financial Planners provide comprehensive financial planning including retirement, estate, and tax strategies. The roles overlap, but the emphasis and certifications may differ slightly depending on the specific services offered.
What is the work for a financial advisor?
Is a financial advisor worth it as a job?

Full-time
Re-posted 23 days ago
LPL Financial rating
7.3
Based on 71 frontline employees who took The Breakroom Quiz
124th of 150 rated financial services
Job description
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Nuvision Federal Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial.
This role will require the employee to work on-site at the local bank branch located in Anchorage, AK.
Job Overview:
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. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned branches.
Responsibilities:
Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.
Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions
Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.
Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements
Delivering a high-quality customer service experience during each customer interaction
Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate
Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.
What are we looking for?
We wantstrong collaborators who can deliver a world-class client experience. We are looking for people who thrive in afast-paced environment, are client-focused, team oriented, and are able to execute in a way that encouragescreativityandcontinuous improvement.
Requirements:
High school diploma or equivalent (Bachelor's Degree Preferred)
Minimum of two (2) 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. If required by state of hire and not active, must acquire within the first six months of hire)
Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer
Preferences:
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
Core Competencies:
Strong self-motivation and ability to work independently
Excellent verbal, written and interpersonal communication skills
Possess strong organization skills
Excellent customer service and business focus with a great attention to detail
Effective research and analysis skills
#LI-Onsite
What LPL Financial employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About LPL Financial
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
San Diego, CA, US
Year founded
1989