Banking Financial Advisor: Grow Your Client Network & Wealth

LPL Employee Services; Mattoon (IL); On-site; USD 45,000 - 100,000; Full time

Job summary

First Neighbor Bank, partnering with LPL Financial, is seeking a Financial Advisor to service an existing client base and expand advisory relationships within Casey, IL. This role collaborates with the bank’s referral network and utilizes LPL’s open architecture platform to offer a broad range of investment products.

Requirements include Series 7 and 66, an insurance license, and three or more years of investment sales experience.

Qualifications

• 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.
• Capitalize on the bank’s client base to grow advisory relationships.
• Create client solutions without proprietary products.
• Grow your business with LPL’s tools, technology and support.

Skills

Investment sales

Series 7

Series 66 (63/65)

Insurance license

Job description

First Neighbor Bank, partnering with LPL Financial, is seeking a Financial Advisor to service an existing client base and expand advisory relationships within Casey, IL. This role collaborates with the bank’s referral network and utilizes LPL’s open architecture platform to offer a broad range of investment products.

Requirements include Series 7 and 66, an insurance license, and three or more years of investment sales experience.