Financial Advisor: Build Your Practice with Open Architecture

LPL Financial; City of White Plains (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

Beacon Bank in White Plains, NY, seeks a Financial Advisor associated with LPL Financial to join its Investment Program. You will build and manage a client portfolio, provide investment guidance, and grow your business with LPL’s tools and support.

This role emphasizes collaboration with the bank’s client base and community presence. The position requires Series 7 & 66, an insurance license, and 3+ years of investment sales experience, offering substantial earning potential and sales incentives

Qualifications

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

Responsibilities

• Build and expand a client base leveraging the bank's referral system.
• Serve clients with financial solutions across the investment spectrum.
• Work with Beacon Bank and LPL Financial resources to create client-focused solutions.

Skills

Series 7

Insurance license

Investment sales

Job description

Beacon Bank in White Plains, NY, seeks a Financial Advisor associated with LPL Financial to join its Investment Program. You will build and manage a client portfolio, provide investment guidance, and grow your business with LPL’s tools and support.

This role emphasizes collaboration with the bank’s client base and community presence. The position requires Series 7 & 66, an insurance license, and 3+ years of investment sales experience, offering substantial earning potential and sales incentives