Financial Advisor - Build Your Book with Bank Backing

LPL Financial; Sheridan (WY); On-site; USD 80,000 - 120,000; Full time

Job summary

LPL Financial, in partnership with First Interstate Bank in Sheridan, WY, is seeking a Financial Advisor to join the Investment Program. This role allows for significant career growth while providing comprehensive financial services to clients.

Successful candidates will manage an existing book of business and build new client relationships, all while enjoying the support and resources from LPL Financial. Licenses and investment sales experience are required for this position.

Qualifications

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

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base with referral systems.
• Help clients achieve financial goals with customized solutions.

Skills

Investment sales experience

Client relationship management

Financial advising

Education

Series 7 and 66 (or 63/65)

Insurance license

Job description

LPL Financial, in partnership with First Interstate Bank in Sheridan, WY, is seeking a Financial Advisor to join the Investment Program. This role allows for significant career growth while providing comprehensive financial services to clients.

Successful candidates will manage an existing book of business and build new client relationships, all while enjoying the support and resources from LPL Financial. Licenses and investment sales experience are required for this position.