Financial Advisor - Bank Partner with Open Platform

lplfinancial; Spring Hill (FL); On-site; USD 50,000 - 120,000; Full time

Job summary

Capital City Bank, in partnership with LPL Financial, invites you to join their Investment Program as a Financial Advisor. This role partners with LPL Financial to offer a full menu of investment services while advisors remain independent contractors.

You will service an existing book, build a client base through the bank's referral network, and seek new clients using the bank's client base. Knowledge of selling non-proprietary solutions is preferred.

Qualifications

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

Responsibilities

• Service an existing book of business upon hire
• Build a strong client base with the bank's referral system
• Identify new clients via the bank's client base
• Create client solutions without proprietary products
• Grow your business with LPL's tools, technology and support

Skills

Investment sales

Client relationship management

Job description

Capital City Bank, in partnership with LPL Financial, invites you to join their Investment Program as a Financial Advisor. This role partners with LPL Financial to offer a full menu of investment services while advisors remain independent contractors.

You will service an existing book, build a client base through the bank's referral network, and seek new clients using the bank's client base. Knowledge of selling non-proprietary solutions is preferred.