Associate Financial Advisor - Webster Bank

LPL Financial; Taunton (MA); On-site; USD 40,000 - 50,000; Full time

Job summary

An established industry player seeks an Associate Financial Advisor to join their team at a local bank in Taunton. This role offers the chance to build a robust client base using the bank's referral system and provides access to a wide range of investment products. As part of a supportive partnership, you will have the freedom to craft personalized solutions for clients, ensuring their financial goals are met. With a focus on community service and client success, this position allows for significant career growth and the opportunity to make a real impact in the lives of families seeking financial guidance.

Qualifications

• Three or more years of investment sales experience required.
• Must hold Series 7 and 66 licenses along with an insurance license.

Responsibilities

• Build a strong client base leveraging the bank’s referral system.
• Create tailored client solutions without proprietary products.

Skills

Investment Sales Experience

Client Relationship Management

Financial Advisory

Education

Series 7 License

Series 66 License

Insurance License

Tools

LPL Financial Technology

Job description

Join to apply for the Associate Financial Advisor - Webster Bank role at LPL Financial

2 weeks ago Be among the first 25 applicants

Join to apply for the Associate Financial Advisor - Webster Bank role at LPL Financial

Your career path should lead to real opportunity

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Webster Bank in Taunton, MA would allow you to join the Investment Program at Webster Bank as an Associate Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial.

The Investment Program at Webster Bank supports the local community with a full range of financial services. You will join a team dedicated to helping clients at every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to Webster Bank for financial solutions. This position offers:

1. The ability to build a strong client base with the Bank’s exceptional referral system
2. Service several branch territories with significant deposit base, including current clients needing financial support
3. The opportunity to find new clients via the bank’s existing client base
4. The opportunity to create client solutions without proprietary products
5. The ability to grow your business with LPL’s tools, technology, and support
6. The benefit of LPL’s experience in helping financial institutions grow
7. The opportunity to leverage the bank’s reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to support you so you can serve your clients effectively. Your partnership includes:

1. Access to proprietary technology and customized services
2. An open architecture platform with access to thousands of investment products
3. Resources and expertise to help create client solutions
4. The freedom to tailor solutions to your clients’ goals

Whatever your vision of success, we’re with you every step of the way.

Requirements:

1. Series 7 and 66 licenses required
2. Insurance license required
3. Three or more years of investment sales experience

Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Webster Bank, but licenses are held through LPL Financial.

Required disclosures: These investment products and services are offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Webster Bank.

Tracking # 1-05026674

Pay Range: $40,000 - $50,000. Salary depends on skills, experience, and location. Position is eligible for sales incentives.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

Referrals increase your chances of interviewing at LPL Financial by 2x.

Get notified about new Associate Financial Advisor jobs in Taunton, MA.