Client-Centric Financial Advisor — Open-Architecture Growth

LPL Financial

Hartford (CT)

On-site

USD 70,000 - 73,000

Full time

14 days+

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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

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.

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