Financial Advisor - Simmons Bank

LPL Financial; Dallas (TX); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Open architecture access to thousands+

Proprietary technology and support

Referral-based client growth

LPL resources and product options

Job summary

Simmons Bank, in Dallas, TX, is seeking a Financial Advisor associated with LPL Financial. This role supports the bank’s investment program and focuses on helping clients with financial solutions while building a personal advisory business.

The Advisor will access LPL’s open architecture platform, proprietary technology, and a broad range of investment products to meet client goals. Licensing and sales experience are required, with the chance to grow within a strong community-focused environment.

Qualifications

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

Responsibilities

• Build a strong client base using the bank’s referral system.
• Grow your business with LPL’s tools, technology, and support.
• Create client solutions without proprietary products.
• Leverage the bank’s client base to find new clients.
• Collaborate with Simmons Bank teams to serve clients’ financial needs.

Skills

Series 7/66 Licenses

Investment sales experience

Insurance license

Job description

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

The Investment Program at Simmons 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 Simmons Bank 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 a 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

Requirements

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

Tracking # 1-05026674

Pay Range: 45000 - 45000. 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.