Financial Advisor: Grow Your Book with LPL & Local Bank

LPL Financial; Paris (IL); On-site; USD 45,000 - 100,000; Full time

Job summary

First Neighbor Bank in Casey, IL is seeking a Bank Financial Advisor associated with LPL Financial. You will operate as part of the Investment Program, serving clients with a broad menu of financial services and helping them achieve financial goals.

You will work with an existing client base while also attracting new clients through the bank’s referral network, using an open-architecture platform and thousands of investment products.

Qualifications

• Series 7 and 66 required.
• Insurance license required.
• Three or more years of investment sales experience.

Responsibilities

• Serve an existing book of business on hire.
• Build a strong client base through the bank's referral network.
• Provide client solutions without proprietary products.
• Leverage LPL's tools, technology, and support to help clients reach their goals.

Skills

Series 7

Series 66

Insurance license

Investment sales experience

Job description

First Neighbor Bank in Casey, IL is seeking a Bank Financial Advisor associated with LPL Financial. You will operate as part of the Investment Program, serving clients with a broad menu of financial services and helping them achieve financial goals.

You will work with an existing client base while also attracting new clients through the bank’s referral network, using an open-architecture platform and thousands of investment products.