Financial Advisor - Queensborough National Bank & Trust

LPL Financial; Savannah (GA); On-site; USD 27,000 - 33,000; Full time

Job summary

Queensborough National Bank & Trust in Savannah, GA seeks a Financial Advisor affiliated with LPL Financial to build a client base and deliver investment solutions without proprietary products.

As an advisor associated with LPL, you'll benefit from open architecture access to thousands of investment products and support to grow your practice within the bank's network. Requirements include Series 7 and 66, an insurance license, and 3+ years of investment sales experience.

Qualifications

• Series 7 and 66 licenses required.
• Insurance license required.
• Three or more years of investment sales experience.

Responsibilities

• Build a strong client base through the bank’s referral system.
• Grow business within multiple branch territories.
• Provide client solutions using a wide range of investment products (open architecture).
• Collaborate with bank and LPL resources to support client goals.

Skills

Investment sales experience

Education

Series 7 and 66 licenses

Insurance license

Job description

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 Queensborough National Bank & Trust in Savannah, GA would allow you to join the Investment Program at Queensborough National Bank & Trust as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at Queensborough National Bank & Trust 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 Queensborough National Bank & Trust for financial solutions. This position will offer:

• 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
  
  
  

Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Queensborough National Bank & Trust, 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, Queensborough National Bank & Trust.

Tracking # 1-05026674

Pay Range:$30,000 - $30,000

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.