Financial Advisor: Grow Your Book with Open Architecture

LPL Financial; Peoria (IL); On-site; USD 50,000 - 90,000; Full time

Job summary

Commerce Bank in Peoria, IL is seeking an Investment Advisor affiliated with LPL Financial to service an existing book of business and grow a client base through the bank’s referral network.

You will leverage LPL’s open architecture and the bank’s client base to provide tailored investment solutions, with no proprietary product constraints. Licensing and experience requirements apply.

Qualifications

• Must hold Series 7 and 66 licenses.
• 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 exceptional referral system.
• Find new clients via the bank’s client base.
• Create client solutions without proprietary products.
• Grow your business with LPL’s tools, technology, and support.
• Capitalize on the bank’s reputation and community standing.

Skills

Series 7/66

Insurance license

Investment sales experience

Job description

Commerce Bank in Peoria, IL is seeking an Investment Advisor affiliated with LPL Financial to service an existing book of business and grow a client base through the bank’s referral network.

You will leverage LPL’s open architecture and the bank’s client base to provide tailored investment solutions, with no proprietary product constraints. Licensing and experience requirements apply.