Financial Advisor: Grow Your Client Base with LPL Support

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

Job summary

First Neighbor Bank in Casey, IL is seeking a Financial Advisor aligned with LPL Financial to join the Investment Program. This role lets you service an existing book and develop new client relationships using the bank’s referral network and LPL’s platform without proprietary products.

You’ll benefit from open access to thousands of investment products and expert support to tailor client solutions while growing your business with the bank’s community presence.

Qualifications

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

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base with the bank’s 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.

Skills

Investment sales experience

Series 7 and 66 licenses

Insurance license

Job description

First Neighbor Bank in Casey, IL is seeking a Financial Advisor aligned with LPL Financial to join the Investment Program. This role lets you service an existing book and develop new client relationships using the bank’s referral network and LPL’s platform without proprietary products.

You’ll benefit from open access to thousands of investment products and expert support to tailor client solutions while growing your business with the bank’s community presence.