Centralized Advisor - M&T Bank

LPL Financial; Hartford (CT); On-site; USD 70,000 - 73,000; Full time

Benefits offered by this job

Referral program

Open architecture platform

Sales incentives

Job summary

LPL Financial and M&T Bank in Hartford, CT are partnering to offer the Investment Program. You join as a Financial Advisor associated with LPL Financial, serving through the bank’s client base and referrals to build a thriving practice.

You will have access to thousands of investment products, integrated technology, and support to tailor client solutions while operating within an open architecture platform.

Qualifications

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

Responsibilities

• Build a strong client base using the bank’s referral system.
• Find new clients via the bank’s client base.
• Create client solutions with access to thousands of products.
• Grow your business with LPL’s tools, technology and support.

Skills

Investment sales

Licenses (Series 7/66)

Job description

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 M&T Bank in Hartford, CT would allow you to join the Investment Program at M&T Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at M&T Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in 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 M&T Bank for financial solutions. This position will offer:

• The ability to build a strong client base with the Bank’s exceptional referral system
• The opportunity to find new clients via the bank’s client base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with LPL’s combination of tools, technology, and support
• The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the bank’s reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

• Access to our proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your client’s goals

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

Requirements:

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

By submitting an application, you are not applying for employment with LPL Financial. Employment is with M&T Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

• REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, M&T Bank.

Tracking # 1-05026674

Pay Range:70,000 - 73,000

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.