Financial Advisor - Beacon Bank

LPL Financial; Shrewsbury (MA); On-site; USD 100,000 - 150,000; Full time

Job summary

Beacon Bank, in partnership with LPL Financial, is seeking a Financial Advisor to join the Investment Program. You will work with Beacon Bank clients and use LPL's platform to provide tailored investment solutions, building a robust advisory book and helping families reach their financial goals.

Requirements include Series 7 and 66, an active insurance license, and at least three years of investment sales experience.

Qualifications

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

Responsibilities

• Build a strong client base leveraging the bank's referral network.
• Help clients achieve long-term financial goals with tailored solutions.
• Develop relationships with existing Beacon Bank clients to grow investment business.
• Capitalize on LPL’s product assortment and support to deliver client solutions.

Skills

Investment sales

Client advisory

Job description

Financial Advisor – Beacon Bank

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 Beacon Bank in Worcester, MA would allow you to join the Investment Program at Beacon Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

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

• 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

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

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

Tracking # 1-05026674

Pay Range:$100,000 - $150,000

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.