Financial Advisor: Build Growth & Client Solutions

LPL Financial; Columbia (SC); On-site; USD 27,000 - 33,000; Full time

Benefits offered by this job

Access to investment products

Open architecture platform

LPL support and tools

Job summary

Queensborough National Bank & Trust in Columbia, SC is partnering with LPL Financial to recruit Financial Advisors who will serve bank clients with a broad menu of investment products. This role offers the potential to grow a client base through the bank’s referral network and to provide client solutions without proprietary products.

You will use LPL’s tools and support to expand your advisory practice; Series 7/66 and an insurance license are required, along with 3+ years of investment sales

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 through the bank’s referral network.
• Offer investment solutions without proprietary products.
• Leverage LPL tools, technology, and support to grow client solutions.

Skills

Series 7

Series 66

Insurance license

Investment sales experience

Tools

Open architecture platform

Job description

Queensborough National Bank & Trust in Columbia, SC is partnering with LPL Financial to recruit Financial Advisors who will serve bank clients with a broad menu of investment products. This role offers the potential to grow a client base through the bank’s referral network and to provide client solutions without proprietary products.

You will use LPL’s tools and support to expand your advisory practice; Series 7/66 and an insurance license are required, along with 3+ years of investment sales