Bank Investment Advisor: Growth, Open Platform

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

Benefits offered by this job

Open architecture platform

Proprietary technology suite

Investment tools and support

Strong referral network

Job summary

First Neighbor Bank, in Casey, IL, is partnering with LPL Financial to hire a Financial Advisor. You will join the Investment Program and service an existing client base while building new business with the bank’s referral system.

The role emphasizes an open-architecture platform and no proprietary product constraints. Requirements include Series 7 and 66, an insurance license, and three+ years in investment sales.

Qualifications

• Three or more years of investment sales experience.
• Licenses required: Series 7 & 66; Insurance license.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base with the bank’s referral system.
• Provide client solutions without proprietary products.
• Grow your business with LPL’s tools, technology and support.
• Capitalize on the bank’s reputation and community standing.

Skills

Investment sales experience

Education

Series 7 & 66 license

Insurance license

Job description

First Neighbor Bank, in Casey, IL, is partnering with LPL Financial to hire a Financial Advisor. You will join the Investment Program and service an existing client base while building new business with the bank’s referral system.

The role emphasizes an open-architecture platform and no proprietary product constraints. Requirements include Series 7 and 66, an insurance license, and three+ years in investment sales.