Financial Advisor: Grow Your Book with Open Architecture

LPL Financial; Bowling Green (KY); On-site; USD 48,000 - 50,000; Full time

Benefits offered by this job

Sales incentive compensation

Job summary

LPL Financial partners with Service One Wealth Advisors located at Service One Credit Union in Bowling Green, KY to offer financial advisory services. You’ll work as a Financial Advisor associated with LPL Financial, not an employee, with access to a broad product suite and support services.

Requirements include Series 7/66 and insurance licenses and at least three years in investment sales. The role provides the opportunity to grow your business through the bank’s referral network and LPL’s

Qualifications

• Active Series 7 and 66 licenses 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 bank’s referral system
• Grow the client base via the bank’s client base
• Create client solutions without proprietary products
• Leverage LPL’s tools, technology and support

Skills

Investment sales

Client relationships

Financial advisory

Education

Series 7/66 licensing

Insurance license

Job description

LPL Financial partners with Service One Wealth Advisors located at Service One Credit Union in Bowling Green, KY to offer financial advisory services. You’ll work as a Financial Advisor associated with LPL Financial, not an employee, with access to a broad product suite and support services.

Requirements include Series 7/66 and insurance licenses and at least three years in investment sales. The role provides the opportunity to grow your business through the bank’s referral network and LPL’s