Growth-Focused Financial Advisor | Open Architecture

LPL Financial; City of Albany (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

Beacon Bank, in partnership with LPL Financial, is seeking a Financial Advisor in Albany, NY. You will join the Investment Program to serve bank clients with investment solutions, operating as an advisor associated with LPL and not as an employee.

Responsibilities include growing your practice, leveraging referrals, and offering customized wealth solutions. Requirements include Series 7 and 66, an insurance license, and three+ years of investment sales experience.

Qualifications

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

Responsibilities

• Build and grow a client base using the bank's referral system.
• Support clients with comprehensive financial solutions and investment planning.
• Operate as an independent advisor within LPL Financial’s open architecture platform.
• Leverage Beacon Bank’s local presence to expand client relationships and assets.

Skills

Investment sales

Client base development

Financial advisory

Job description

Beacon Bank, in partnership with LPL Financial, is seeking a Financial Advisor in Albany, NY. You will join the Investment Program to serve bank clients with investment solutions, operating as an advisor associated with LPL and not as an employee.

Responsibilities include growing your practice, leveraging referrals, and offering customized wealth solutions. Requirements include Series 7 and 66, an insurance license, and three+ years of investment sales experience.