Financial Advisor - Open-Architecture Wealth Solutions

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

Job summary

First Neighbor Bank in Casey, IL is seeking a Bank Financial Advisor affiliated with LPL Financial. You will join the Investment Program and help clients with financial solutions while not being an employee of LPL.

You will service an existing book, grow client base through the bank's referral system, and leverage LPL's tools to create tailored investment solutions and support community clients.

Qualifications

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

Responsibilities

• Service an existing book of business upon hire
• Build a strong client base with the bank’s referral system
• Leverage the bank’s client base to find new clients
• Create client solutions without proprietary products
• Grow your business with LPL’s tools, technology, and support

Skills

Series 7 & 66

Insurance license

Investment sales experience

Job description

First Neighbor Bank in Casey, IL is seeking a Bank Financial Advisor affiliated with LPL Financial. You will join the Investment Program and help clients with financial solutions while not being an employee of LPL.

You will service an existing book, grow client base through the bank's referral system, and leverage LPL's tools to create tailored investment solutions and support community clients.