Financial Advisor - Grow Your Client Base & Solutions

LPL Financial; Bedminster Township (NJ); Hybrid; USD 40,000 - 70,000; Full time

Job summary

LPL Financial seeks a Financial Advisor to join their team at Peapack Private Bank & Trust in Bedminster, NJ. The role offers the chance to build a strong client base, utilizing the credit union’s referral system and community reputation to support clients’ financial goals.

Applicants are required to have Series 7 and 66 licenses and at least three years of investment sales experience. The position also includes access to a range of tools and resources to grow your business successfully.

Qualifications

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

Responsibilities

• Build a strong client base with the credit union’s exceptional referral system.
• Create client solutions without proprietary products.
• Access to a suite of customized services.

Skills

Investment sales experience

Client relationship management

Financial services

Job description

LPL Financial seeks a Financial Advisor to join their team at Peapack Private Bank & Trust in Bedminster, NJ. The role offers the chance to build a strong client base, utilizing the credit union’s referral system and community reputation to support clients’ financial goals.

Applicants are required to have Series 7 and 66 licenses and at least three years of investment sales experience. The position also includes access to a range of tools and resources to grow your business successfully.