Financial Advisor: Build Wealth with Open-Platform Solutions

LPL Financial; Parsippany-Troy Hills (NJ); On-site; USD 70,000 - 73,000; Full time

Job summary

LPL Financial, in partnership with M&T Bank, seeks a Financial Advisor in Parsippany, NJ. You will be an advisor associated with LPL Financial, not an employee, serving clients within the bank's platform and leveraging an open-architecture investment platform.

Requirements include Series 7 and 66, an insurance license, and at least three years of investment sales experience. You will have access to a broad product menu, dedicated support, and a path to grow your client base through the bank's

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 exceptional referral system.
• Work with branch territories to identify client needs and provide solutions.
• Leverage LPL’s open architecture platform to create client solutions.

Skills

Investment sales experience

Education

Series 7 & 66 licenses

Insurance license

Job description

LPL Financial, in partnership with M&T Bank, seeks a Financial Advisor in Parsippany, NJ. You will be an advisor associated with LPL Financial, not an employee, serving clients within the bank's platform and leveraging an open-architecture investment platform.

Requirements include Series 7 and 66, an insurance license, and at least three years of investment sales experience. You will have access to a broad product menu, dedicated support, and a path to grow your client base through the bank's