Financial Advisor - German American Bank - Upper Arlington, OH

LPL Financial; Upper Arlington (OH); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Access to proprietary technology

Customized services

Access to thousands of investment products

Job summary

LPL Financial is seeking a Financial Advisor associated with German American Bank in Upper Arlington, OH. This role involves servicing an existing book of business and building a strong client base using the credit union’s referral system.

With a focus on providing tailor-made financial solutions, candidates must have Series 7 and 66 licenses and at least three years of investment sales experience. The position offers a competitive salary ranging from $100,000 to $150,000 based on various factors.

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 credit union’s referral system.
• Create client solutions without proprietary products.

Job description

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at German American Bank in Upper Arlington, OH would allow you to join the Investment Program at German American Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at German American Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members 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 German American Bank for financial solutions.

This position will offer:

• The ability to service an existing book of business upon hire
• The ability to build a strong client base with the credit union’s exceptional referral system
• Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
• The opportunity to find new clients via the credit union’s member 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 credit union’s reputation and community standing

Benefits

• 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

Employment is with German American Bank; in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

This position is also eligible to earn sales incentive compensation.

Pay Range: $100,000 - $150,000. The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location.

Tracking #: 1-05026674