Financial Advisor: Grow Your Independent Practice

LPL Financial

Mobile (AL)

On-site

USD 80,000 - 120,000

Full time

14 days+
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Job summary

LPL Financial partners with First Horizon Bank in Mobile, AL to offer a Financial Advisor role associated with LPL Financial. You will join an investment program that supports the local community with a complete menu of financial services.

You will build a client base using the bank’s referral system, access thousands of investment products, and grow your business with LPL’s tools and support. This is not a direct employee of LPL Financial, but a partnership model.

Qualifications

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

Responsibilities

  • The ability to build a strong client base with the Bank’s exceptional referral system.
  • The opportunity to find new clients via the bank’s client base.
  • The opportunity to create client solutions without proprietary products.
  • The ability to grow your business with LPL’s combination of tools, technology, and support.
  • The opportunity to capitalize on the bank’s reputation and community standing.
  • Access to our proprietary technology and a suite of customized services.
  • An open architecture platform with access to thousands of investment products from leading third-party product sponsors.
  • Resources and expertise across the firm to help you create client solutions.
  • The freedom to create solutions specific to your client’s goals.

Skills

Series 7
Series 66
Insurance license
Investment sales

Job description

LPL Financial partners with First Horizon Bank in Mobile, AL to offer a Financial Advisor role associated with LPL Financial. You will join an investment program that supports the local community with a complete menu of financial services.

You will build a client base using the bank’s referral system, access thousands of investment products, and grow your business with LPL’s tools and support. This is not a direct employee of LPL Financial, but a partnership model.

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