Financial Advisor – American Federal Bank

LPL Financial; Crookston (MN); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Access to proprietary technology

Support from LPL Financial

Opportunities for sales incentive compensation

Job summary

LPL Financial, through its partnership with American Federal Bank in Crookston, MN, is seeking a Financial Advisor to join its Investment Program. This role allows you to leverage an existing book of business and a robust referral system to build a strong client base. You will create tailored financial solutions while benefiting from access to proprietary technology and a diverse range of products. The position requires a Series 7 and 66 license and three years of investment sales experience. The compensation ranges from $40,000 to $80,000 based on experience.

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.
• Build a strong client base from bank referrals.
• Create client solutions tailored to financial goals.

Skills

Investment sales experience

Client relationship management

Job description

Financial Advisor – American Federal Bank

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at American Federal Bank in Crookston, MN would allow you to join the Investment Program at American Federal Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at American Federal 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 American Federal Bank for financial solutions. This position will offer:

• The ability to service an existing book of business upon hire
• The ability to build a strong client base with the Bank’s exceptional referral system
• Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
• 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

Requirements

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

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

Tracking # 1-05026674

Pay Range: $40,000 - $80,000. 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.