Financial Advisor — Open-Architecture Growth with LPL

LPL Financial; Shrewsbury (MA); On-site; USD 100,000 - 150,000; Full time

Job summary

Beacon Bank, in partnership with LPL Financial, is seeking a Financial Advisor to join the Investment Program. You will work with Beacon Bank clients and use LPL's platform to provide tailored investment solutions, building a robust advisory book and helping families reach their financial goals.

Requirements include Series 7 and 66, an active insurance license, and at least three years of investment sales experience.

Qualifications

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

Responsibilities

• Build a strong client base leveraging the bank's referral network.
• Help clients achieve long-term financial goals with tailored solutions.
• Develop relationships with existing Beacon Bank clients to grow investment business.
• Capitalize on LPL’s product assortment and support to deliver client solutions.

Skills

Investment sales

Client advisory

Job description

Beacon Bank, in partnership with LPL Financial, is seeking a Financial Advisor to join the Investment Program. You will work with Beacon Bank clients and use LPL's platform to provide tailored investment solutions, building a robust advisory book and helping families reach their financial goals.

Requirements include Series 7 and 66, an active insurance license, and at least three years of investment sales experience.