Financial Advisor: Grow Your Client Base & Solutions

LPL Financial; Georgia; On-site; USD 50,000 - 285,000; Full time

Job summary

LPL Financial partners with banks to offer a full suite of financial services through the First Horizon Bank Investment Program in Houston, TX. As a Financial Advisor with LPL, you will operate as a partner rather than an employee, building a client base and delivering tailored investment solutions.

You will benefit from LPL's technology and support while growing your business within the bank's network, with access to a broad product menu and non-proprietary product recommendations.

Qualifications

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

Responsibilities

• Build a strong client base using the bank's exceptional referral system
• Develop and expand client relationships within branch territories
• Create client solutions without proprietary products
• Leverage LPL tools, technology, and support to serve clients
• Grow your business in collaboration with First Horizon Bank and LPL Financial

Skills

Investment sales experience

Series 7 and 66 licenses

Insurance license

Job description

LPL Financial partners with banks to offer a full suite of financial services through the First Horizon Bank Investment Program in Houston, TX. As a Financial Advisor with LPL, you will operate as a partner rather than an employee, building a client base and delivering tailored investment solutions.

You will benefit from LPL's technology and support while growing your business within the bank's network, with access to a broad product menu and non-proprietary product recommendations.