Financial Advisor: Grow Your Client Base with LPL

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

Benefits offered by this job

Sales incentive compensation

Job summary

First Neighbor Bank in Casey, IL is seeking a Bank Financial Advisor aligned with LPL Financial to service an existing book and grow a client base. You will leverage the bank’s referral system and open architecture platform to tailor financial plans for clients.

This role requires Series 7/66 and an insurance license, with three+ years of investment sales experience; you’ll operate within LPL’s support network to deliver compliant, client-focused solutions.

Qualifications

• Requires Series 7 and 66 licenses (63/65).
• 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 through the bank’s referral system.
• Grow client solutions using LPL tools and open architecture.
• Capitalize on the bank’s reputation to acquire new clients.
• Offer a full menu of financial services with no proprietary products.

Skills

Series 7 & 66 license

Insurance license

Investment sales experience

Job description

First Neighbor Bank in Casey, IL is seeking a Bank Financial Advisor aligned with LPL Financial to service an existing book and grow a client base. You will leverage the bank’s referral system and open architecture platform to tailor financial plans for clients.

This role requires Series 7/66 and an insurance license, with three+ years of investment sales experience; you’ll operate within LPL’s support network to deliver compliant, client-focused solutions.