Growth-Oriented Financial Advisor - LPL Support & Tools

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

Job summary

Beacon Bank in Albany, NY is seeking a Financial Advisor aligned with LPL Financial to serve clients within the bank’s Investment Program. You will join a team dedicated to helping clients across all stages of their financial life using LPL's resources and open-architecture platform.

As an advisor with LPL, you’ll leverage the bank’s referral network and client base to grow your business, while offering a broad menu of investment products without proprietary constraints.

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 through the bank's referral network.
• Provide investment solutions via LPL's open-architecture platform.

Skills

Investment sales experience

Job description

Beacon Bank in Albany, NY is seeking a Financial Advisor aligned with LPL Financial to serve clients within the bank’s Investment Program. You will join a team dedicated to helping clients across all stages of their financial life using LPL's resources and open-architecture platform.

As an advisor with LPL, you’ll leverage the bank’s referral network and client base to grow your business, while offering a broad menu of investment products without proprietary constraints.