Financial Advisor - M&T Bank

LPL Financial; Parsippany-Troy Hills (NJ); Sur place; USD 70 000 - 73 000; Plein temps

Résumé du poste

LPL Financial, in partnership with M&T Bank, seeks a Financial Advisor in Parsippany, NJ. You will be an advisor associated with LPL Financial, not an employee, serving clients within the bank's platform and leveraging an open-architecture investment platform.

Requirements include Series 7 and 66, an insurance license, and at least three years of investment sales experience. You will have access to a broad product menu, dedicated support, and a path to grow your client base through the bank's

Qualifications

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

Responsabilités

• Service an existing book of business upon hire.
• Build a strong client base with the Bank’s exceptional referral system.
• Work with branch territories to identify client needs and provide solutions.
• Leverage LPL’s open architecture platform to create client solutions.

Connaissances

Investment sales experience

Formation

Series 7 & 66 licenses

Insurance license

Description du poste

Your career path should lead to real opportunity

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at M&T Bank in Parsippany, NJ would allow you to join the Investment Program at M&T Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at M&T Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to M&T Bank for financial solutions. This position will offer:

• The ability to service an existing book of business upon hire
• The ability to build a strong client base with the Bank’s exceptional referral system
• Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
• 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 benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the bank’s reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

• 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

Whatever your vision of success, we’re with you every step of the way.

Requirements:

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

By submitting an application, you are not applying for employment with LPL Financial. Employment is with M&T Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

• REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, M&T Bank.

Tracking # 1-05026674

Pay Range:70 - 73

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.