Growth-Focused Financial Advisor - Open-Architecture

LPL Financial; Portsmouth (NH); On-site; USD 60,000 - 72,000; Full time

Job summary

LPL Financial partners with M&T Bank in Portsmouth, NH to offer a Financial Advisor role within the Investment Program. You would join as an advisor associated with LPL Financial, not as an employee of LPL.

You will build and service a client base using the bank's referral network, access a broad product platform, and create solutions aligned to client goals. Requirements include Series 7 and 66, an insurance license, and at least three years of investment sales experience; pay range is

Qualifications

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

Responsibilities

• Service an existing book of business and advise clients.
• Build a strong client base via the bank's referral system.
• Provide client solutions using LPL's open architecture and tools.
• Partner with M&T Bank to support clients’ financial goals.

Skills

Investment sales experience

Series 7

Series 66

Insurance license

Education

Series 7

Series 66 (63/65)

Insurance license

Job description

LPL Financial partners with M&T Bank in Portsmouth, NH to offer a Financial Advisor role within the Investment Program. You would join as an advisor associated with LPL Financial, not as an employee of LPL.

You will build and service a client base using the bank's referral network, access a broad product platform, and create solutions aligned to client goals. Requirements include Series 7 and 66, an insurance license, and at least three years of investment sales experience; pay range is