Bank Financial Advisor - Growth & Client Solutions

LPL Financial; Greenup (IL); On-site; USD 45,000 - 100,000; Full time

Job summary

First Neighbor Bank in Casey, IL is seeking a Bank Financial Advisor aligned with LPL Financial to join its Investment Program. As an advisor, you will serve an existing book of business and help clients reach their financial goals through a broad, open-architecture platform.

You will leverage the bank’s referral system and tools to grow your client base, while prioritizing solutions that do not rely on proprietary products, supported by LPL’s technology and support network.

Qualifications

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

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base with the Bank’s referral system.
• Grow business with LPL’s tools, technology, and support.

Skills

Investment sales experience

Education

Series 7 and 66

Insurance license

Three or more years of investment sales experience

Job description

First Neighbor Bank in Casey, IL is seeking a Bank Financial Advisor aligned with LPL Financial to join its Investment Program. As an advisor, you will serve an existing book of business and help clients reach their financial goals through a broad, open-architecture platform.

You will leverage the bank’s referral system and tools to grow your client base, while prioritizing solutions that do not rely on proprietary products, supported by LPL’s technology and support network.