Financial Advisor: Growth & Open-Architecture Investing

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

Job summary

First Neighbor Bank, in Casey, IL, seeks a Bank Financial Advisor associated with LPL Financial to manage an existing book of business and grow a thriving client base within a bank-based advisory program.

You will operate within the LPL open-architecture platform, access thousands of investment products, and deliver client-centric financial solutions under a non-employer model for LPL. Series 7/66 and a license are required.

Qualifications

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

Responsibilities

• Manage and service an existing book of business upon hire.
• Build a strong client base through the bank's referral system.
• Grow the client base by finding new clients via the bank’s client base and community network.
• Create personalized client solutions without proprietary products.
• Leverage LPL’s tools, technology, and support to grow the advisory business.

Skills

Series 7

Series 66

Insurance license

Job description

First Neighbor Bank, in Casey, IL, seeks a Bank Financial Advisor associated with LPL Financial to manage an existing book of business and grow a thriving client base within a bank-based advisory program.

You will operate within the LPL open-architecture platform, access thousands of investment products, and deliver client-centric financial solutions under a non-employer model for LPL. Series 7/66 and a license are required.