Associate Financial Advisor - Open Architecture Growth

LPL Financial; Ocala (FL); On-site; USD 60,000 - 120,000; Full time

Job summary

LPL Financial partners with banks to deliver a full suite of financial services. This opportunity at SouthState Bank in Ocala, FL enables you to join the Investment Program as an Associate Financial Advisor affiliated with LPL Financial. Under this model, associates are not employees of LPL.

You will help clients in every stage of their financial life, grow your client base, and access a broad, open-architecture platform with thousands of investment products and robust back-office support.

Qualifications

• Series 7 and 66 (63/65) required.
• Insurance license required.
• Three or more years of investment sales experience.

Responsibilities

• Help clients achieve financial goals through investment strategies within the SouthState Bank/LPL Financial partnership.
• Build a client base using the bank's referral network and existing client relationships.
• Develop client solutions using a broad suite of investment products with no proprietary constraints.

Skills

Series 7 and 66

Insurance license

Investment sales experience

Job description

LPL Financial partners with banks to deliver a full suite of financial services. This opportunity at SouthState Bank in Ocala, FL enables you to join the Investment Program as an Associate Financial Advisor affiliated with LPL Financial. Under this model, associates are not employees of LPL.

You will help clients in every stage of their financial life, grow your client base, and access a broad, open-architecture platform with thousands of investment products and robust back-office support.