Financial Advisor: Bank-Partner Growth & Client Solutions

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

Benefits offered by this job

Access to proprietary technology and a

Open architecture with thousands of投投资

Sales incentive compensation eligible

Job summary

First Neighbor Bank in Casey, IL is seeking a Bank Financial Advisor affiliated with LPL Financial to join its Investment Program. This role offers the opportunity to service an existing book, grow a client base through the bank’s referrals, and provide client solutions without proprietary products, supported by LPL’s tools and resources.

Requirements include Series 7 and 66, an insurance license, and 3+ years of investment sales 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 upon hire.
• Build a strong client base with the bank's referral system.
• Grow business with LPL's tools, technology, and support.
• Capitalize on the bank's reputation and community standing.

Skills

Investment sales experience

Series 7/66

Insurance license

Job description

First Neighbor Bank in Casey, IL is seeking a Bank Financial Advisor affiliated with LPL Financial to join its Investment Program. This role offers the opportunity to service an existing book, grow a client base through the bank’s referrals, and provide client solutions without proprietary products, supported by LPL’s tools and resources.

Requirements include Series 7 and 66, an insurance license, and 3+ years of investment sales experience.