Financial Advisor – Grow Clients with Open Architecture

LPL Financial; Elgin (IL); On-site; USD 225,000 - 275,000; Full time

Job summary

LPL Financial, in collaboration with Wintrust Bank in Elgin, IL, seeks a Financial Advisor to join their Investment Program. This role allows you to build a client base supported by the bank’s referral system and offers the freedom to create tailored financial solutions for clients without proprietary product constraints.

The ideal candidate must hold a Series 7 and 66 license, along with an insurance license, and have a minimum of three years of investment sales experience. Join us to contribute positively to the community's financial well-being!

Qualifications

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

Responsibilities

• Build a strong client base leveraging the bank’s referral system.
• Create client solutions without proprietary products.
• Support financial goals of existing clients.

Skills

Investment sales experience

Client relationship management

Financial planning

Job description

LPL Financial, in collaboration with Wintrust Bank in Elgin, IL, seeks a Financial Advisor to join their Investment Program. This role allows you to build a client base supported by the bank’s referral system and offers the freedom to create tailored financial solutions for clients without proprietary product constraints.

The ideal candidate must hold a Series 7 and 66 license, along with an insurance license, and have a minimum of three years of investment sales experience. Join us to contribute positively to the community's financial well-being!