Growth-Focused Financial Advisor | Open Architecture

LPL Financial; Town of Oconomowoc (WI); On-site; USD 40,000 - 70,000; Full time

Job summary

Bank Five Nine in Oconomowoc, WI is recruiting a Financial Advisor in partnership with LPL Financial. You will join the Investment Program and work with bank clients to offer a full menu of financial services.

As an advisor associated with LPL Financial, you will leverage the bank's referral system and tools to build a strong client base while providing investment solutions without proprietary products.

Qualifications

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

Responsibilities

• Build a strong client base using the bank's referral system.
• Provide investment solutions without proprietary products.
• Grow business with LPL's tools, technology, and support.
• Partner with Bank Five Nine to support clients' financial goals.

Skills

Investment sales experience

Series 7 & 66

Insurance license

Job description

Bank Five Nine in Oconomowoc, WI is recruiting a Financial Advisor in partnership with LPL Financial. You will join the Investment Program and work with bank clients to offer a full menu of financial services.

As an advisor associated with LPL Financial, you will leverage the bank's referral system and tools to build a strong client base while providing investment solutions without proprietary products.