Financial Advisor - First Interstate Bank

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

Financial Advisor – First Interstate Bank

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at First Interstate Bank in Sheridan, WY would allow you to join the Investment Program at First Interstate Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at First Interstate 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 First Interstate Bank for financial solutions.

Benefits

• The ability to service an existing book of business upon hire
• The ability to build a strong client base with the Bank’s exceptional referral system
• 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

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

Requirements

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

Pay Range: $80,000 - $120,000. The 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.