Financial Advisor - Community Bank

LPL Financial; Burlington (VT); On-site; USD 75,000 - 125,000; Full time

Job summary

Join LPL Financial as a Financial Advisor associated with Community Bank in Burlington, VT. In this role, you'll leverage the bank's referral system to grow your client base, provide tailored financial advice, and utilize LPL's extensive resources to maximize client outcomes. Ideal candidates will have the relevant licenses and investment sales experience, looking to make a meaningful impact in their clients' financial journeys.

Benefits

Access to proprietary technology and tools

Support and resources for client solutions

Opportunity for sales incentive compensation

Qualifications

• Must possess Series 7 and 66 licenses.
• Required insurance license.
• Minimum three years of investment sales experience.

Responsibilities

• Build and manage a client base through referrals from the bank.
• Provide personalized financial solutions based on client needs.
• Collaborate with bank staff to facilitate client engagement.

Skills

Client Relationship Management

Financial Analysis

Investment Knowledge

Education

Series 7 License

Series 66 (63/65) License

Insurance License

Job description

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

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

• The ability to build a strong client base with the Bank’s exceptional referral system
• Service 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

Apply online at:By submitting an application, you are not applying for employment with LPL Financial. Employment is with Community Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

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

Tracking # 1-05026674

Pay Range:75,000-125,000The 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.