Financial Advisor – Open-Architecture Wealth Growth

LPL Financial; South Dakota; On-site; USD 80,000 - 120,000; Full time

Job summary

LPL Financial partners with First Interstate Bank to offer a comprehensive investment program in Sheridan, WY. As a Financial Advisor, you will serve an existing book of business while building a broader client base.

You will access thousands of investment products through an open architecture platform, supported by LPL’s technology and bank referrals. This role emphasizes solution-based planning without proprietary products and rewards growth with incentives.

Qualifications

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

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base through the bank's referral system.
• Identify new clients via the bank’s client base.
• Create client solutions without proprietary products.
• Grow your business with LPL’s tools, technology, and support.
• Capitalize on the bank’s reputation and community standing.

Skills

Investment sales

Series 7/66

Insurance license

Client relationships

Job description

LPL Financial partners with First Interstate Bank to offer a comprehensive investment program in Sheridan, WY. As a Financial Advisor, you will serve an existing book of business while building a broader client base.

You will access thousands of investment products through an open architecture platform, supported by LPL’s technology and bank referrals. This role emphasizes solution-based planning without proprietary products and rewards growth with incentives.