Financial Advisor - Simmons Bank

LPL Financial; Memphis (TN); On-site; USD 44,000 - 60,000; Full time

Job summary

LPL Financial is seeking a Financial Advisor to partner with Simmons Bank in Memphis, TN. This role offers the opportunity to build a strong client base through bank referrals and develop customized client solutions.

Successful candidates must possess Series 7 and 66 licenses, as well as an insurance license, with at least three years of investment sales experience. The compensation package ranges from $44,000 to $60,000, with potential sales incentive compensation included.

Qualifications

• Series 7 and 66 (63/65) licenses are required.
• Insurance license is mandatory.
• At least three years of experience in investment sales is needed.

Responsibilities

• Grow and manage a client base using the bank's referral system.
• Create customized financial solutions for clients.
• Leverage LPL's tools and support to enhance business.

Skills

Investment sales experience

Client management

Financial advising

Tools

Proprietary technology

Investment products

Job description

Overview

LPL Financial partners with banks to offer a full menu of financial services to bank clients. This opportunity at Simmons Bank in Memphis, TN allows you to join the Investment Program as a Financial Advisor associated with LPL Financial. Financial Advisors are not employees of LPL Financial.

The Investment Program supports the local community with comprehensive services. You will join a team dedicated to helping clients at every stage of their financial life.

As an advisor, you will grow your career and business, helping families that turn to Simmons Bank for financial solutions.

Benefits & Opportunities

• Build a strong client base with the bank’s referral system
• Several branch territories with significant deposit base, including current clients needing an advisor
• Find new clients via the bank’s client base
• Create client solutions without proprietary products
• Grow your business with LPL’s tools, technology, and support
• Benefit from LPL’s experience helping institutions grow and maximize investment programs
• Capitalize on the bank’s reputation and community standing

Partner Support

• Access to proprietary technology and a suite of customized services
• Open architecture platform with thousands of investment products from leading third-party 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

Compensation

Pay Range: $44,000 - $60,000. Salary depends on skills, experience, and work location. This position is also eligible to earn sales incentive compensation.