Financial Advisor: Grow Clients with Open Architecture

LPL Financial; City of Syracuse (NY); On-site; USD 62,000 - 80,000; Full time

Benefits offered by this job

Access to proprietary technology

Customized services for clients

Flexible solutions for client goals

Job summary

LPL Financial is seeking a Financial Advisor in Syracuse, NY, associated with Empower Federal Credit Union. This role provides the opportunity to service an existing book of business and build strong client relationships through the bank's referral system.

Minimum three years of investment sales experience and both Series 7 and 66 licenses are required. Join us to make a significant impact in clients' financial lives with professional tools and support from LPL Financial.

Qualifications

• Licensed with Series 7 and 66 (63/65) and insurance.
• Minimum three years of investment sales experience.
• Proven ability to service and grow a client base.

Responsibilities

• Assist clients in their financial journeys as a trusted advisor.
• Service existing client accounts and build new relationships.
• Utilize bank's referral system to find new clients.

Skills

Investment sales experience

Client relationship management

Financial product knowledge

Education

Series 7 and 66 (63/65)

Insurance license

Job description

LPL Financial is seeking a Financial Advisor in Syracuse, NY, associated with Empower Federal Credit Union. This role provides the opportunity to service an existing book of business and build strong client relationships through the bank's referral system.

Minimum three years of investment sales experience and both Series 7 and 66 licenses are required. Join us to make a significant impact in clients' financial lives with professional tools and support from LPL Financial.